Private Wealth Management Solutions, LLC
Whether you’re saving for college, for travel, for a new house or for retirement, PWMS can help you by looking at your financial future comprehensively. We understand that in order to maximize your financial potential, we also need to minimize risk and tax liability so that you’re poised for the best possible outcome based on your individual goals and risk tolerance … then all you have to do is live your life, leaving the business of planning your personal finances to the professionals.
Why hire PWMS to do your financial planning? Whether you’re saving for college, for travel, for a new house or for retirement, PWMS can help you by looking at your financial future comprehensively. We understand that in order to maximize your financial potential, we also need to minimize risk and tax liability so that you’re poised for the best possible outcome based on your individual goals and risk tolerance … then all you have to do is live your life, leaving the business of planning your personal finances to the professionals. BRADLEY VAN VECHTEN, CFP®, CIMA®, CLU®, ChFC® Independent, Fee Only, Certified Financial Planner™ I am the Principal and founder of Private Wealth Management Solutions, LLC ‐ (PWMS). My belief is that good financial planning does not have to be complex or confusing. PWMS specializes in assisting individuals and their family members as well as small to mid‐size businesses with their financial needs. As a fee-only financial advisor, I do not “sell” financial products, I offer services based on either an annual fee (Wealth Management) or an hourly basis (Financial Planning), which will be determined by your individual needs. As a Registered Investment Advisor (RIA), I am committed to my clients and to the standards set forth by law to provide guidance and advice to my clients that are in your best interests and not compromised in any way by commissions or financial incentives. I am completely focused on providing the best solutions for you, your family, and your employees and I abide by the Fiduciary standards required by law. I encourage you and all my clients to carefully research any financial advisor prior to engagement on this site http://www.brokercheck.finra.org. sailing pictureI earned my Bachelor’s degree in Business Administration (Management) from San Jose University and a Certificate in Personal Financial Planning from the University of California at Berkeley. I am a United States Sailing Association Certified Powerboat & Sailing Instructor and I love tennis, cycling and current events. Linda and I plus our giant schnauzer live in Kirkland, Washington. Find out what financial planning certifications really mean and why they matter. Financial planning certifications represent over seven years of spending my nights and weekends studying to add as much value to my client’s lives as humanly possible given their individual circumstances. Most people think that all financial planners, stock brokers, and insurance salespeople are “certified”, but this isn’t true. They are certainly licensed, but anyone can call themselves a “financial planner” (unfortunately). Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks. When choosing a financial planner, you need to feel confident and trust that your advisor is both competent and ethical and has your best interest at heart. The CFP® certification provides that sense of security by allowing one those who meet the strictest requirements the right to use the CFP® certification marks.
Address: 11232 NE 15th Street, Suite 100, Bellevue, WA 98004 USA
Phone: +1 425 896 7617
FAX: +1 425 896 7618
