• At Viceroy, we believe our unique advantages will provide you with a comprehensive solution to meet your investment and financial needs. We create portfolios based on understanding an investment’s characteristics and combining complementary investment characteristics to achieve client objectives.

  • Slide 2

    Viceroy Investment Advisors will help you to navigate today’s complex marketplace and reach your financial goals.
    So you can focus on what really matters.

  • Slide 3

    Whether you’re planning for retirement, to buy a dream vacation home, or leave a legacy for the next generation, we can help you succeed. With an understanding of your individual needs and goals, we‘ll create a personalized investment plan, then help you along the way to achieve your financial goals.

What We Do

Simply put, we provide advice on your investments and finances. While our advice is comprehensive, we are pragmatic in how we work with you. There are certain basic items that should be reviewed and evaluated as part of your overall financial plan. We, however, understand that each person has their own independent objectives, resources and constraints. These individual circumstances will impact how we address those specific planning items with you.

The following introduces the general financial planning topics along with some practical questions that each individual or family should consider and evaluate. Viceroy understands advice must be tailored to each individual and their specific situation. While Viceroy directly provides some of the below services to clients, we can help facilitate conversations with professionals for those services that we do not provide.

  • Investments

    • How much can you save
    and invest?
    • What do you expect investments
    to earn?
    • Are you saving for college or other events?

  • Fundamentals

    • What do you spend, save,
    and invest?
    • How will this change
    over time?

  • Retirement Planning

    • What does your retirement
    look like?
    • How do you plan to fund
    your retirement?

  • Insurance Planning

    • Are you properly insured?
    • Who provides your coverage?

  • Estate Planning

    • Is your plan by design
    or default?
    • Are your wishes incorporated
    into your plan?

  • Income Tax Planning

    • Do you have significant
    taxable events?
    • Are you handling your taxes appropriately for your situation?










Why Viceroy?

Similar to the evolvement of financial markets, the financial advice marketplace has also evolved – from stock brokers, to discount brokers, to financial planners/advisors to wealth managers. Individual investors face an array of different providers, firms and investment approaches when selecting an investment advisor. Further, the breadth of services and fee structures vary from one provider to another. The complexity and interdependence of financial markets and investments requires selecting advisors with broad knowledge and experience. It is very understandable that individuals would have a difficult time differentiating one provider from another.

So why work with Viceroy?  Our unique advantages enable us to provide better financial advice to our clients. Knowledge and experience drive our advice. An independent business platform allows us to be efficient and flexible in delivering that advice to clients. Our investment approach impacts the ability to reach client goals.



About Viceroy

A Viceroy is a royal official who runs a country in the name of and as representative of the monarch. From this perspective, Viceroy Investment Advisors serves as the viceroy to its clients in the management of their wealth. The Viceroy tulip, given a unique history, serves as a reminder of the importance of independent thought and objective analysis when making investment decisions.

Investment decisions are complex and multiple factors impact those decisions. Similar to a good mechanic or dentist, an investment advisor should be able to take the complexities out of the subject matter while providing meaningful information. In this context, credentials and experience matter in providing a level of comfort and confidence in the advice.


J. Lang Nelson, CFA, CFP, MBA founded Viceroy Investment Advisors LLC (“Viceroy”) in 2011 and has over 15 years experience in the financial services industry. Prior to Viceroy, Lang served as Chief Investment Officer at McCutchen Group LLC. Lang has also gained significant investment and portfolio building experience in positions as a Private Client Investment Advisor at Quellos Capital Management LLC and as a Consultant at Wurts & Associates. Lang holds an MBA from the University of Washington and is a holder of the right to use the Chartered Financial Analyst designation and is a Certified Financial Planner professional. Lang is a member of the CFA Society of Seattle and the Snohomish County Estate Planning Council and is on the Board of Directors for the Downtown Everett Association.





















Helpful investment and savings articles and information to download, read, and share.

Saving and Investing Basics for Kids


little girl lemonade standWhat is money? Money is anything generally accepted as payment for stuff – goods, services, etc. We currently think of money as pieces of paper issued by the U.S. government (for example a $1 bill or a $10 bill). More and more we store and spend our money electronically – more cards and fewer pieces of paper.


How do we get money? By working – parents have jobs and children have allowances and chores. Sometimes you may receive money as a birthday or holiday gift. Some older children may have part-time jobs (mowing a neighbor’s lawn or watching a younger child)…


View Full Article

Saving for College


A lot of money in a glass bottle labeled CollegeCollege is expensive. Not only is college a significant expense, recent history has shown annual cost increases far exceed the overall inflation rate. Currently the U.S. currently has over $1 trillion in student loans with the average student leaving college with $30,000 in debt.


It’s still beneficial to attend college. Numerous studies and reports are available that show college graduates earn more and have higher employment rates than non-graduates…


View Full Article

Contact Us

Have questions or want to schedule an appointment?
Call (425) 346-3065, or send us a quick message.

    Your Name (required)

    Your Email (required)


    Your Message




    Subscribe to Viceroy Investment Advisors quarterly newsletter to stay current on topics and trends in the financial marketplace.**


    Subscribe to our newsletter



     ** Note: VIA does not share your data with third parties and you will only be sent our quarterly e-newsletter.