History
A fiduciary is an investment professional or financial advisor who is legally required to act solely in the interests of their clients. By law, their advice and recommendations must align with a client's specific objectives, timeframe and risk tolerance. We are fiduciaries, and must adhere to a Fiduciary Standard - the highest standard in the financial services industry. We have a legal obligation not to subordinate clients' interests to our own. We act in your best interest and must set aside personal motives and avoid conflict of interest, in favor of pursuing the best solution to your unique situation. Included in the fiduciary standard...
Specialties
HighTower Bellevue, formerly known as Triad offers a variety of wealth management and financial services. Our vision is to help our clients have a better understanding of their wealth by creating a plan of action that is in alignment with their goals and objectives. Included in our services are personal financial planning, portfolio management, family wealth stewardship and fiduciary services. Our self-discovery process reveals your personal risk tolerance, planning time horizons, and goals. With these determined, we build a portfolio around today's economics. We are located in the Symetra building in downtown Bellevue.