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Text Content

 * Home
 * About
    * Meet Brad
    * Meet Jennifer

 * Process
 * Resources
 * Contact
 * Client Login
    * TD Ameritrade – Login
    * Morningstar – Review Reports
    * Schwab Alliance

 * 
   

 * +425‐896‐7617
   


THE KEY TO FINANCIAL SUCCESS
LISTEN, LEARN, IMPLEMENT, MONITOR



LOOKING FOR CLEAR SKIES AND CALM SEAS IN YOUR FUTURE?
LET US CHART YOUR FINANCIAL COURSE WITH A PLAN THAT’S SECURE AND AN ADVISOR YOU
CAN TRUST.

 

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FIND OUT HOW OUR PROCESS CAN WORK FOR YOU:




DEFINE & SET FINANCIAL GOALS


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BUILD A COMPREHENSIVE & DIVERSIFIED PERSONAL FINANCIAL PLAN


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IMPLEMENT THAT PLAN, KNOWING WHAT YOU OWN AND WHY


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REVISE AND REBALANCE QUARTERLY


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MEET BRADLEY

BRADLEY VAN VECHTEN, CFP®, CIMA, CLU, ChFC, AIF® Independent, Fee Only,
Certified Financial Planner™ serving the Western Washington and Northern
California regions

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.

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WHAT’S YOUR RISK TOLERANCE?

It’s all about how much up and down change you feel comfortable with over time.
We believe by balancing your portfolio between equities and fixed income
investments, we provide you with the optimal level of control vs return to meet
your risk level.

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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.

 



ALL FINANCIAL ADVISORS ARE NOT CREATED EQUAL … MORE

 


CONTACT


Private Wealth Management Solutions, LLC
11232 NE 15th Street, Suite 100
Bellevue, WA 98004
OFFICE: 425-896-7617
Fax: 425-896-7618
bradley@pwmsolutions.net


LEGAL INFORMATION


Legal Disclosures
Code of Ethics
ADV Part II A Brochure


FOLLOW





© 2019 Private Wealth Management Solutions, LLC. All rights reserved. CFP® and
Certified Financial Planner ™ are trademarks of the Certified Financial Planner
Board of Standards, Inc.
 
Private Wealth Management Solutions, LLC is a registered investment adviser in
the States of Washington and California. We may not transact business in states
where we are not appropriately registered, excluded or exempted from
registration. Individual responses to persons that involve either the effecting
of transactions in securities or the rendering of personalized investment advice
for compensation, will not be made without registration or exemption.

 * 
   
 * Home
 * About
   * Meet Brad
   * Meet Jennifer
 * Process
 * Resources
 * Contact
 * Client Login
   * TD Ameritrade – Login
   * Morningstar – Review Reports
   * Schwab Alliance