Trusted Advisor

Selecting the right financial partner so you can move forward in your life with clarity, confidence, and peace of mind.

Fiduciary
  • Are Wealth Managers Worth It? With all of the low-fee, index funds and exchange traded funds available to investors, the question is worth asking. The short answer is, it depends. Research shows that good wealth managers actually produce measurably higher returns. Vanguard recently addressed the topic in this white paper,......

Conflicts of Interest
  • It’s interesting how often business leaders struggle to fully trust the manager and advisor of their wealth – the person overseeing and guiding most, if not all, of their financial details. Like anything, there are differing degrees of relational impact caused by trust issues, but the three main culprits of......

Fee Structure
  • No matter what the service (e.g. legal, accounting, investment management, banking), we are typically comfortable paying fees if our expectations of the service experience create value for our life. Wealth management is no different, except in one key area: it’s critical that you understand not only the services you are......

Independence
    Experience and Focus
    • Just after Labor Day, The New York Times spotlighted a survey that found that 40 percent of American employees fail to use all of their paid vacation time, opening up a discussion among experts about some causes and solutions. As some suggested, our work ethic is part of our culture......

    Candid, Fierce Conversations
    • President Obama, I understand that you are in Bellevue right now–just down the street–and I was wondering if you wanted to drop by our office for coffee?  If you are too busy I understand; however, if we did have coffee today, this is what I would want to say to you.......