Group 213

MEET PERRY L. SMITH

CLU, CHFC, MS (TAX), WEALTH ADVISOR

Because owning real estate is an important part of building wealth, it is a significant advantage to have a financial expert on your side.

Perry is a real estate broker and eight-time recipient of Seattle Magazine’s Five Star Wealth Manager award with more than 30 years in the industry. He is the principal of Perry L. Smith Consulting firm, located in Bellevue, WA, and specializes in consulting high-net-worth individuals with finances and buyers/sellers with real estate transactions.

“Our customers deserve authentic, genuine and compassionate leadership in completing each transaction in a timely manner that is consistent with our service model and agreed objectives. We strive to make good decisions about selecting both the client and the project that are also consistent with our values.” – Perry L. Smith

Perry has earned his reputation for outstanding service because he invests the time to know each client as an individual and understand his or her objectives, which enables him to match each client’s values with strategies that serve their long-term fiduciary objectives.

Whether you are buying or selling a private home or commercial or investment property, Perry brings an expert – and specialized – skill set to your Coldwell Banker Bain team:

  • Real estate buyer/seller representation
  • Specialty brokerage and consulting projects with local and regional attorneys/law firms
  • Estate and probate; litigation and expert-witness representation
  • Commercial real estate receivership brokerage and asset management
  • Banker/mortgage broker and private-lender relationships
  • Advisory consulting with tax professionals, CPAs, property and asset evaluations
  • Developing purchasing formulas and assist with the transaction negotiation
  • Evaluation and assistance with project financing and entity structures
  • Direct assistance with consumer exit strategies for investment real property

Perry L. Smith Consulting LLC is a Registered Representative with Securities offered through Cambridge Investment Research Inc., a Broker/Dealer FINRA/SIPC Investment Advisor Representative of Cambridge Investment Research Advisors Inc.

EXPERT REAL ESTATE GUIDANCE JUST A CLICK AWAY