Private Wealth Management in Bellevue, WA

 

Connect With a Wealth Manager

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Top Wealth Management Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bellevue, WA


  • Financial Advisor Close to Bellevue, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Bellevue, WA Help You?

Wealth managers are professionals that can help you realize greater returns on your wealth. They are experts in money management that know how to strategically spend, save, and invest your money. 

Here are some of the common services offered by wealth managers:

  • Retirement planning
  • Investing
  • Estate planning
  • Life transition planning
  • Philanthropy and charitable donations
  • Succession planning
  • Tax planning

Most wealth managers offer these services as a suite, and usually charge very high account minimums. If you are looking for wealth management help on a budget, online providers and personal management tools are both very powerful and inexpensive options. They also usually provide services a la carte, so you only have to work with what you need.

 

The Value of Personal Wealth Management in Bellevue, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find Wealth Management Companies Near Bellevue, WA

Connect With a Wealth Management Firm

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 1301 5th Ave, Suite 1350, Seattle, WA 98101


Wealth Management Services for Bellevue, WA

The name derives from the French “belle vue,” which means “beautiful view.” 

Many powerful businesses also had their origins in Bellevue, such as T-Mobile and Valve. 

Bellevue is part of the Puget Sound lowland, and has an oceanic climate. It experiences warm, dry summers and cool, wet winters.

If you don’t live in Bellevue, don’t worry! We have wealth managers in many other nearby locations. If you are local to any of the following areas, one of our managers can serve you:

  • Vashon Island
  • Kent
  • Bothell
  • Seattle
  • Renton
  • SeaTac
  • Redmond
  • And many other areas in King County

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Wealth Management Firms In Bellevue, WA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.