Unleash Your Financial Potential

Wealth Management Designed for Seattle’s Professionals

Your trusted partner in comprehensive wealth management, investment management, and financial planning. Based in Kirkland, Washington, we specialize in helping Gen X and Gen Y professionals in the Seattle area navigate their financial journeys with confidence and clarity.

Are You Leaving Your  Future to Chance?

Endless worries about retirement, saving for your children’s college funds, or never going on that dream vacation can overwhelm you. For young professionals, these worries are often compounded by uncertainty about the best investments to make.


But there is a way out of this financial maze.

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Discover How Unleashed Financial Can Help

Our Services

At Unleashed Financial, we provide expert wealth management solutions tailored to your unique needs. With quarterly planning and unlimited implementation meetings, you’ll receive the fiduciary-level support needed to create a customized financial plan.

A black and white icon of a dollar bill and a dollar sign.
Investment Management

We provide tailored strategies to grow and protect your assets, ensuring alignment with your financial goals.

A line drawing of a briefcase and a dollar sign on a piece of paper.
financial planning

Together we will create personalized roadmaps to guide you towards  your financial goals with confidence.

A stack of coins with a plant growing out of them.
wealth management

Holistic solutions that integrate investment, financial planning, and risk management for complete financial well-being.

Our Services

At Unleashed Financial, we provide expert wealth management solutions tailored to your unique needs. With quarterly planning and unlimited implementation meetings, you’ll receive the fiduciary-level support needed to create a customized financial plan.

See Our Services
A black and white icon of a dollar bill and a dollar sign.
Investment Management

We provide tailored strategies to grow and protect your assets, ensuring alignment with your financial goals.

A line drawing of a briefcase and a dollar sign on a piece of paper.
financial planning

Together we will create personalized roadmaps to guide you towards  your financial goals with confidence.

A stack of coins with a plant growing out of them.
wealth management

Holistic solutions that integrate investment, financial planning, and risk management for complete financial well-being.

A man with a beard is holding an apple and a tablet.

Invest in Your Future

We bring over a decade of expertise in wealth management, guided by the leadership of Jason Preti, CFP™. Jason's passion for helping individuals and families achieve their financial dreams has shaped our approach to personalized financial planning. We understand the complexities of financial decisions and are committed to being your trusted advocate. Our process begins with a deep understanding of your unique goals, followed by the creation of a tailored financial roadmap. Through consistent planning and unlimited implementation meetings, we ensure that your financial strategy evolves with your needs. With a focus on transparency and fiduciary responsibility, we prioritize your best interests, providing reliable and trustworthy guidance every step of the way.

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Take Control of Your Finances

Your financial future is full of potential. With Unleashed Financial, you’ll receive the guidance, resources, and expertise needed to make your money work for you. There is no better time than now to take control of your financial future.