CONNECT

Address:

777 108th Avenue NE, Suite 2500
Bellevue, WA 98004

Phone:

(425) 646-4871,Toll-Free: (800) 722-3348

Fax/Other:

(425) 455-5099

Build | Manage | Protect | Transition


The Meydenbauer Experience | With all of the complex planning choices one must make throughout one's lifetime, choosing a quality advisor is of the utmost importance.

The Meydenbauer Wealth Management Group offers a select, objective financial team that loves working together. We do this through customized investment and wealth planning tailored to your needs and objectives. We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future.


The Meydenbauer Process | Once we have performed your financial needs assessment, we then introduce you to our comprehensive investment consulting process.

1.  

Family Needs Assessment

Clarification of Investment Objectives | Investment Time Frames | Tax Considerations

Income (Present and Future) | Return Expectations | Risk Tolerance

2.  

Investment Overview Statement

A written understanding of Investment Objectives between client and the Meydenbauer Wealth Management Group

3.  

Asset Allocation Plan

Client-specific diversification based on IPS, calculated using a variety of investment products

4.  

Selection of investment managers or style to fulfill our recommended asset allocation

5.  

Ongoing Process of Investment Plan Monitoring and Adjustment

Periodic Meetings | Rebalancing Asset Allocation

Portfolio Monitoring and Reporting | Investment Management

Our Services | We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning | Tax Management | Estate Investment Planning | Education Planning

Risk Management | Investments | Employee and Executive Benefits

Wells Fargo Advisors does not provide legal or tax advice. Please consult your tax and/or legal advisor for such guidance. | Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. | Wells Fargo Advisors is not a tax advisor. | Diversification does not guarantee profit or protect against loss in declining markets.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals