We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Washington Asset Management (WAM) is a full service, local financial services provider, based in Bellevue Washington and founded almost 20 years ago, in 1993 by T. Jackson Warfield. Brian DiJulio, whose career in the industry began in 1987 at E.F. Hutton, joined the company in 1997, and in 2001 became CEO and President.
Washington Asset Management offers a well-rounded arsenal of tools to assist client needs utilizing sophisticated products and services. Please visit the rest of our site to learn more about the depth of the services we have available to help you with any of your financial needs.
Washington Asset Management has capitalized on its fortunate position in the Northwest, where we are surrounded by so many great local companies. Striving to be our client’s "Closest Ear to the Ground" when it comes to Northwest Public Companies, Washington Asset Management holds a one of a kind event annually to give our clients the opportunity to meet with and learn from the management of some of these great local firms.
The Northwest Investors Forum, now in its 10th year, has featured the CEO’s and CFO’s of Nordstrom, Costco, Plum Creek Timber, Alaska Airlines, McKinstry Mechanical, Sterling Financial, Blue Nile, Expedia, and Coinstar.