Founding Principal

 
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mission

Simplify all the intersections of life and money to give my clients the confidence and time to do what they love.

approach

Money by itself is meaningless. It must be measured against the job it will someday need to do.

We help clients define their goals and their desired impact by asking values based strategic questions, such as:

  • How do you want to live, both now and in the future?

  • Which relationships are most important to you?

  • Who do you want to empower with the sale of your company?

  • How do you feel about the future of your company and employees after you sell?

  • What do you want to avoid?

  • How do you want to be remembered?

  • How do you feel about risk?

  • What are the unique leverage points in your situation that can have an outsized impact for you and those you care about?

After helping to clarify their unique needs and desires, we build each client a fully customized professional team. Clients benefit from a pre-vetted network of trusted experts, which allows us to tap the right resources at the right times.

This extensive network of top talent, coordinated seamlessly through process and technology is called a Virtual Family Office.

We collaborate with your Virtual Family Office team to maintain alignment and accomplish desired outcomes, cohesively executing both personal and business strategies.

 

credentials

  • Professional Designations

    • Certified Exit Planning Advisor (CEPA®)

    • Retirement Income Certified Professional (RICP®)

    • Chartered Retirement Planning Counselor (CRPC®)

    • Certified in Long Term Care (CLTC®)

    • Accredited Wealth Management Advisor (AWMA®)

Integrated Wealth Advisors

500 108th Ave. NE

Suite 1100

Bellevue, WA. 98004

425-818-0717

This communication is strictly intended for individuals residing in the states of AZ, CA, ID, MA, MD, NM, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Integrated Wealth Advisors, a WA Registered Investment Adviser, are separate and unrelated to Commonwealth.