Wealth & Legacy Planning — Seattle, WA
You've Built Something Real. Let's Make Sure It Lasts.
WAFS integrates tax planning, investment oversight, and estate coordination under one roof — because your financial life doesn't operate in silos, and your advisors shouldn't either.
Schedule My Wealth Planning ConversationThe Problem With How Most Wealth Gets Managed
Three disciplines. Three different professionals. No one talking to each other.
The Advisor Silo
Your investment advisor optimizes for growth without knowing your marginal tax rate. Your CPA files taxes without knowing your investment allocation. Your estate attorney drafts documents without knowing your retirement income projections. No one is connecting the dots.
The Reactive Tax Trap
Wealth management decisions made without tax awareness are expensive. A Roth conversion that lowers your lifetime tax bill by $200,000 requires knowing your future income, your estate goals, and your business exit timeline — simultaneously.
The Unfinished Estate
Many families with significant assets have estate documents that are outdated, incomplete, or disconnected from their financial picture. A will signed in 2008 may not reflect a 2024 business valuation, updated beneficiary preferences, or new federal estate tax thresholds.
What Integrated Planning Looks Like
Robert Kimura holds both the CPA and CFP® designations — two of the most rigorous credentials in finance. That dual qualification lets him serve as the integrating voice across every dimension of your financial life.
When you work with WAFS, a Roth conversion analysis incorporates your current marginal rate, your projected income at retirement, your estate goals, and your business exit timeline — all in a single conversation.
"Robert was the first advisor who ever showed me how a Roth conversion would interact with my business sale taxes."
M. Callahan — Retired Healthcare Executive
Tax Planning
Investment Oversight
Estate Coordination
WAFS
Wealth Planning Services
Personal financial planning and retirement income modeling
Roth conversion strategy and tax-efficient withdrawal planning
Estate planning coordination with your attorney
Investment portfolio oversight and asset allocation review
Business owner exit and liquidity planning
Insurance gap analysis
Family wealth transfer planning
Who We Work With
Business owners within 5 years of a liquidity event
Executives with significant stock compensation (RSUs, options)
Medical professionals and high-earning professionals
Multi-generational family wealth situations
Clients with $500K+ in investable assets
Robert Kimura, CPA, CFP®
Partner — Wealth & Financial Planning
Robert co-founded WAFS in 2014 driven by a conviction that tax planning and financial planning should never operate in separate silos. His dual CPA and CFP® credentials let him serve as the integrating voice — connecting your annual tax strategy with your long-term wealth goals in a way that most advisors simply cannot.
Schedule Your Wealth Planning Conversation
All consultations are confidential. No obligation.