Unionview Wealth Partners

Unionview Wealth Partners, established in July 2009, is a registered investment advisor based in Seattle, WA. The firm, owned and operated by M. Katherine Pieper and Craig J. Hanson, offers wealth management services to individuals, high net worth individuals, trusts, and estates. As fiduciaries, they uphold a duty of loyalty, fairness, and good faith towards each client. Unionview provides customized investment advisory solutions, including investment management services, fixed income strategies, retirement account recommendations, and financial planning services. The firm primarily employs fundamental and cyclical analysis methods in developing investment strategies for clients. Unionview manages $291,471,753 in client assets as of December 31, 2024, with fees based on a tiered schedule. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion over their accounts, and Unionview does not accept proxy-voting responsibility. The firm's team includes M. Katherine Pieper, Craig J. Hanson, and Blaine R. Thompson, who are committed to safeguarding client information and maintaining transparency in their practices. Unionview's Privacy Policy ensures the protection and limited sharing of clients' personal information. For more information, clients can contact Unionview at (206) 708-1048.