C1 Wealth Management
Everett, United States (US) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
May 2026
#financial planning
#business insurance
#life insurance
#home owners insurance
#disability insurance
#annuities
#auto insurance
#long term care insurance
#risk management
#fiduciary
Overview
We specialize in creating personalized financial plans encompassing retirement, investment, and insurance strategies, all underpinned by a client-centric approach. Our team of experienced professionals provides comprehensive guidance, from initial assessments through ongoing portfolio management.
What sets C1 Wealth Management apart is our commitment to understanding each client’s unique goals and risk tolerance, combined with a data-driven investment philosophy. We offer the C1 Check-Up, a thorough financial review designed to provide a roadmap for achieving your financial aspirations. We are a fiduciary, putting your needs first.
Founded in 2021, C1 Wealth Management has quickly established a reputation for integrity and expertise, serving clients across Washington, Alaska, Idaho, and beyond. We are a member of FINRA/SIPC and affiliated with Independent Financial Group, LLC (IFG).
Contact Details
Everett, United States (US), 1902 120th Place SE
+7
Founded
2021
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#financial planning
#business insurance
#life insurance
#home owners insurance
#disability insurance
#annuities
#auto insurance
#long term care insurance
#risk management
#fiduciary
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