A Team Approach is Better Than One

Simplify your life with one team of integrated, multi-disciplinary advisors working together on your behalf.

Greater Wealth, Greater Complexity

As wealth accrues, so does the complexity of your financial picture, thus the need for multiple advisors. With your own private advisory group, you won't have to live worrying about the myriad details of your financial life.

Estate Planning
Retirement Planning
Tax Mitigation
Fixed Incomes
Emerging Markets
Small Cap Funds

Experience the Difference

Why A Team Approach Works


With one team and one decision maker, you’ll always know what is happening.


All your advisors are on the same page, focused on the same goal, benefitting from each other’s insights and expertise.


With one united team working on your behalf, responsibility shifts from your shoulders to ours.


A streamlined approach brings clear direction and common goals.

Time Savings

Look forward to fewer – and more productive – meetings.

Cost Reduction

The team model brings efficiency to the bottom line.

Our Investment Approach

Building your portfolio

When we build your portfolio, we start with your goals in mind. Nothing is business as usual.

Working together, your equity, income and alternative selections can offer you flexibility, sophistication, and strength.

After all, that’s how you got to where you are.

3D Investing

Nothing is as valuable as trust

Wealth management is a service that encompasses solemn responsibility, absolute discretion and perpetual vigilance. And occasionally, creative problem-solving.

Private Advisory Group
John & Mary
care about
  • Making Memories
  • Pay Less Taxes
  • Travel
Alex & Susan
care about
  • Increasing Standard of Living
  • Safety
  • College Funding
cares about
  • No Need to Work
  • Long Term Care
  • Charitable Giving
Dan & Megan
care about
  • Living off Investment Income
  • Giving to Family
  • Serenity

Your Plan Should Be Unique To You

Let Us Simplify Your Life

By having one team, in one place, working and meeting with you as a team, we can help you spend time on what matters. That's the true bottom line.

Let's Talk


About Us

Over time, traditional financial services companies have been doing the unthinkable; that is, cutting back on services. Our counterintuitive idea was to do the opposite. What became The Private Advisory Group was born.

Our Services

We have structured our offerings to provide services to three distinct groups of clients.

Advisory Group Services

Investable portfolios between $500,000 and $3 million.

Advisory Group Management

Investable portfolios between $3 million and $15 million.

Private Advisory Family Office

Investable portfolios in excess of $15 million.

16880 NE 79th Street
Redmond, WA 98052
(425) 498-2320

Gig Harbor
7191 Wagner Way Nw Ste 302
Gig Harbor, WA 98335
(253) 853-4900

Southern California
New Location Coming Soon

Northern California
Coming Soon