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Wealth Isn't Luck.
It's Strategy.

We're your financial partner. We provide smart strategies tailored to your ambitions with trusted fiduciary advice.

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PLANNING

Smart Financial Planning,
Built Around You.

More than advice. A partnership.

Personalized Planning

Your goals evolve, and so should your financial strategy. We tailor our approach to align with your ambitions—whether it's valuing your business, preparing for retirement, or managing wealth across generations. With Plannetics, your financial plan grows with you.

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Fiduciary Trust

We put your interests first—always. As fiduciaries, our commitment is to provide transparent, unbiased advice that prioritizes your financial well-being. No hidden agendas, just a client-first approach that gives you confidence in every decision.

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PNW Expertise

The Seattle area is our home, and we know its unique financial landscape inside and out. From regional tax strategies to local market insights, our advisors bring you the advantage of deep, community-based financial expertise tailored to your life here.

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Your goals first, always.

Tailored Strategies for Every Stage of Life

Tech Professionals →
Planning
Business Owners →
Strategies
Pre-Retirees →
Preparation
Boeing Professionals →
Planning
Plannetics serves accomplished professionals from leading companies and institutions across the U.S.
Amazon Boeing Google Apple IBM Meta PayPal Adobe Uber Netflix Stripe Amazon Boeing Google Apple IBM Meta PayPal Adobe Uber Netflix Stripe Amazon Boeing Google Apple IBM Meta PayPal Adobe Uber Netflix Stripe Amazon Boeing Google Apple IBM Meta PayPal Adobe Uber Netflix Stripe

Your Wealth. Managed Right.

Smart decisions don't happen by chance. Plannetics actively manages your wealth with strategies designed to help you stay ahead and focus on what matters most. No guesswork—just a clear plan tailored to your ambitions.

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WHAT WE OFFER

State Of The Art Financial Planning
Tailored to Your Goals

Purpose-Driven Goal Planning

Tell us what's important to you and we'll create a strategy that ensures every dollar is put to it's best use.

Investment Philosophy

One size does not fit all. You won’t get what everyone else is getting. Our independent, dedicated team carefully curates a diversified investment portfolio, balancing risk and return to achieve your financial objectives.

Retirement Strategies

Income distribution done differently. But we don’t forget about long-term growth.

Tax Awareness

We are pro-active about taxes because we want you to keep more of your money.

Legacy & Estate Planning

You built the legacy, we bring it to life.

Help on Demand

Get Guidance From
Professional Advisors

Book one-on-one sessions and group calls with our financial advisors.

Mark
Mark
Sr. Financial Planner
Michel
Michel
Sr. Financial Planner
Sofia
Aaron
Financial Consultant

PERKS BEYOND WEALTH

"Wealth is the ability to fully experience life."

“One side of the coin is growing your wealth, the other is enjoying its rewards. We help you balance both— you build a future you’re proud of, while living the life you’ve earned.”

Mark Serafini
Sr. Financial Planner

Frequently Asked Questions

What makes Plannetics different? +
We are a small team of independent fiduciaries with decades of experience. Small means you have a direct line to us, independent means we don't manufacture our investments.
How does Plannetics customize investment plans? +
You have thousands of investment options, we help filter and fit the ones that align with your financial goals and future aspirations.
What services does Plannetics provide? +
Plannetics provides financial planning, investment management, retirement income strategies, and estate planning tailored to your personal and business needs.
How do I get started with Plannetics? +
Getting started is easy—schedule a consultation with one of our senior advisors to see if we're a good fit.
How much does Plannetics cost? +
Our pricing is tailored to your specific needs and investment goals. Contact us for a personalized quote based on your financial situation.

Our clients trust us with their future.

We bring over 40 years of combined experience to building trusted relationships that span generations. Let our Plannetics team transfer your financial stress onto our shoulders and provide you with real confidence and assurance in your financial growth and confidence.

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