Looking to Take a Comprehensive Approach to Your Finances?
Looking to Ensure You Utilize Best Practices to Grow Your Wealth?
Looking for a Trusted Advisor Who Will Always Put Your Interests First?
Our Services Can Help
It’s important to start with a comprehensive financial plan. It serves as the strategic framework for your investment portfolio and financial decision-making. We build and maintain a personalized plan designed to provide the peace of mind you are looking for.
The money decisions you make today lay the foundation for a successful lifetime and legacy. We design and maintain investment portfolios and assist you in all facets of financial decision-making from education planning to insurance coverage and much more.
After-tax returns are what grow your wealth and enable you to reach your financial goals. We structure your investment portfolio to be as tax-efficient as possible and work closely with you and your tax advisors to ensure you intelligently minimize your ongoing tax burden.
401K, Pension, Stock and Deferred Compensation Planning
Making the best use of all of your compensation and taxed deferral opportunities is a key to growing your wealth. We’ll assemble a plan that works best for you.
You have worked hard to accomplish your goals and provide for your family. We can help you with legacy and estate planning strategies in order to help ensure your loved ones are taken care of for generations to come.
We are available 24×7 to engage with clients and we work hard to ensure that our client relationships are deep partnerships that span many of life’s major decisions and milestones.
Our Proven Investment Philosophy
Portfolio Structure is Important
Portfolio structure is the primary determinant of a portfolio’s return and volatility. The key is to align asset allocation and diversification with a client’s risk tolerance and investment time horizon. We vigorously pursue this approach.
Structured Beats Active
Time and again, research shows that over the long run investing in index funds and optimizing those funds to produce greater returns for equivalent risk (structured) outperforms investing based on speculative stock picking and market timing (active). We implement structured investing approaches for our clients.
Costs play a big role in the net return of an investor’s portfolio. This includes costs to own investments and the taxes associated with dividends and capital gains. We are obsessive about reducing the overall cost of a portfolio to the absolute minimum level to help clients maximize wealth creation.
Independent, Comprehensive and Committed to Your Success
President and Founder
Broadview Wealth Management, LLC.
I founded Broadview Wealth Management in 2015 as a fee-only Registered Investment Advisor based in Bellevue, WA. I did so because I had a family history in the business and wanted to deeply serve clients to help them achieve their financial goals.
Prior to founding Broadview Wealth Management, I spent over 18 years as a business and marketing executive at Microsoft Corporation in Redmond, WA. During my time at Microsoft I held key business and marketing leadership positions spanning a range of businesses and spent nearly 10 years as a Senior Director in the mobile, Xbox and developer businesses. In my roles, I was responsible for driving revenue and profit growth, making product investment decisions, leading strategic partnerships, developing and implementing marketing plans and managing multi-million dollar budgets.
I earned my Master of Business Administration degree from the University of Washington’s Graduate School of Management in 1996 with a concentration in Marketing. I’ve also earned a Master of Public Policy from Australia’s University of Melbourne in 1991. Finally, I received my undergraduate Bachelor of Arts degree from Whitman College in 1987 with a major in Political Science and a minor in Mathematics.
I have passed the Series 65 examination with the National Association of Securities Dealers (NASD) and am a registered investment advisor with the State of Washington.
Articles, Resources & Success Stories
We periodically write about best practices related to helping people achieve their financial goals. Topics cover investments, financial planning, health care, education savings, tax strategies and more.
Here you’ll find useful tools you can put to use for yourself and your family.
We have dozens of clients who all have unique needs and opportunities. We serve in a holistic manner and have several success stories to share.