Let's meet for 1 hour. If you don't feel it was time well spent, we'll buy you lunch.

Private Advisory Group

We offer discreet, unparalleled care. Call, text...

A news story makes you think, “Should I get out of the market? Or should I invest more? Aging relatives instigate questions such as, “How should we handle long term care?” A new child or grandchild brings the concern, “Should I change my trust?” But then something urgent comes up, and great intentions never materialize. That’s why we’re here. From the first time we meet, to helping you clarify your personal objectives, through building and implementing a plan to meet those objectives, we offer a productive blend of initiative, thoughtfulness and determination.

Imagine the power of all your advisors at 1 table...

Been in too many meetings that don’t get beyond Point B? Depending upon your needs, we will incorporate an attorney, a tax advisor, a healthcare expert and the financial advisor who’ll be your Private Advisory Group specialist. Bring any of your own people – or we can provide experts to fill the gaps – and watch the group rock your plan. Clients repeatedly tell us that sitting down with everyone, seeing their specialists’ knowledge integrate and skills dovetail as the team quickly solves challenges and goes from A to B and then C and beyond, is “life-changing.”

Our service is valuable; when the relationship...

Advisors elsewhere may wrestle up to 500 households, but we know the best results are achieved by focusing on no more than 100 households. Some call this boutique or artisan; we call it good sense, as it gives us time to focus squarely on you. Recognizing your most precious asset is intangible – your time – we ensure that each meeting meets your timetable and is extremely productive. And yes, that starts with our first meeting, the one with a standing lunch bet.

A group is more accountable, efficient, flexible, simple and transparent.

  • Accountable

    Feel the relief as your team shoulders your burdens.
  • Efficient

    Watch advisors collaborate, saving your time & money.
  • Flexible

    Relax, knowing your plan changes as your life does.
  • Simple

    See how easily a clear plan makes real progress achievable.
  • Transparent

    Pull up your plan 24/7 with online access.
© 2018 Private Advisory Group
This email address is being protected from spambots. You need JavaScript enabled to view it.
Office: 425.498.2320
Text: 425.230.6669
16880 NE 79th St, Redmond, WA 98052