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.
Experience the Difference
Why A Team Approach Works
Transparency
With one team and one decision maker, you’ll always know what is happening.
Collaboration
All your advisors are on the same page, focused on the same goal, benefitting from each other’s insights and expertise.
Accountability
With one united team working on your behalf, responsibility shifts from your shoulders to ours.
Simplicity
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.
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.
- Making Memories
- Pay Less Taxes
- Travel
- Increasing Standard of Living
- Safety
- College Funding
- No Need to Work
- Long Term Care
- Charitable Giving
- 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.
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.
Investable portfolios between $500,000 and $3 million.
Advisory Group ManagementInvestable portfolios between $3 million and $15 million.
Private Advisory Family OfficeInvestable portfolios in excess of $15 million.
Redmond
16880 NE 79th Street
Redmond, WA 98052
(425) 498-2320