Seattle, WA

Tricia Williams

I am new to the financial services industry but have spent the majority of my career focused on building connections and relationships with customers through the daily ritual of coffee….

Heike Lautenschlaeger

I joined Chicory Wealth in November 2023, and I feel privileged to have the opportunity to work alongside clients, helping them to achieve their financial, life, and heart goals. Before…

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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.