Your Success is Our Success
At Wren Investment Management, we strive to put the interests of the client in everything we do.
We believe that every family needs a reliable partner rooting for their success. When it comes to your retirement, you need an experienced professional on your side to help you understand the comprehensive options available to you.
our services
we advise our clients as they traverse through the accumulation, retirement, and distribution phases of their financial lives
FINANCIAL PLANNING
Together we will identify your most important goals and dreams and build and implement a financial plan to help you pursue them.
RETIREMENT
We will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available.
LIFESTYLE
We will partner with you, aiming to help you sustain and grow long-term wealth consistent with your goals and aspirations.
COLLEGE PLANNING
The need to invest early for the cost of education is something that every advisor knows. We can run a projection of the cost and work toward what is needed to pursue this goal.
INVESTMENT STRATEGIES
We can offer you access to a wide range of investment products and services aimed at meeting your financial objectives.
ESTATE PLANNING STRATEGIES
When you have an estate plan in place, you strive not to burden your children or other loved ones with making tough decisions.
INSURANCE SERVICES
We aim to help you determine how much life insurance they need and what types or combinations of types of coverage.
TAX PLANNING
Tax planning strategies you choose to manage your accounts control long term and short-term tax liabilities.
OUR INVESTMENT PHILOSOPHY
We aim to provide our clients with clarity, simplicity, and purpose in money and life
CLARITY
We will develop a clear, personally tailored plan to help you make suitable choices for your financial future. It is our goal to provide you with clear options that address what is most important to you.
SIMPLICITY
We believe that simplicity is the key to financial independence. A simple plan is easy to stick with and work towards long term success. Together we will develop a plan with your goals in mind.
PURPOSE
Planning without a purpose is a journey without a destination. We will work together to develop a better understanding of what money means to you.
A COMPREHENSIVE EXPERIENCE, ALL THE WAY AROUND
MEET YOUR TEAM OF FINANCIAL PROFESSIONALS
Michael wren
LPL Financial Advisor
I started in the mailroom of Murphey Favre Inc in Spokane in January of 1990. In 1992, I transferred to their office in Seattle for a position in corporate accounting and started my third year at the University of Washington. After a year, I worked as a Registered Representative for Murphey Favre and then went on to work with Richards, Merrill and Peterson. I stayed at Richards, Merril and Peterson until I decided to start my own firm – Northwest Investment Advisors. Shortly, the firm became a broker/dealer, and I served as President and 50% owner.
In 2007, I decided to consolidate and simplify my practice by creating Wren Investment Management. This allowed me to take a step back from supervising others and concentrate more on portfolio management and client relationships. I am one of the very few in my industry to have worked their way up through the ranks from the mailroom and built my practice one client at a time. This gives me a very realistic and unique perspective of the investment and financial services industry.