Prevail Wealth Management, LLC

EvergreenHealth

Founded by Amy Mutal in 2012, Prevail Wealth Management, LLC is a Kirkland, WA-based boutique financial planning firm born out of a vision to prioritize clients' needs over quotas and sales goals. As a Fee-Only and fiduciary firm, ...

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About Prevail Wealth Management, LLC


About Us

EvergreenHealth

Founded by Amy Mutal in 2012, Prevail Wealth Management, LLC is a Kirkland, WA-based boutique financial planning firm born out of a vision to prioritize clients' needs over quotas and sales goals. As a Fee-Only and fiduciary firm, Prevail is committed to acting in the best interests of its clients at all times, eschewing commissions and other potential conflicts of interest. The firm's growth has led to a dedicated team covering various aspects of financial management, ensuring a comprehensive and personalized approach to client service.

Prevail distinguishes itself through a unique blend of personalized attention and the resources of a larger firm. Amy Mutal's commitment to a client-centric philosophy is woven into the fabric of the firm, emphasizing a team approach that addresses diverse financial needs. From proactive and comprehensive financial strategies tailored to individual goals, risk tolerance, and time horizons, to a dedication to providing knowledgeable advice, Prevail invites clients to experience a wealth management journey where information is power, and the client's success is paramount.

 

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