Certified Public Accountants & Consultants
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BERNTSON PORTER WEALTH MANAGEMENT, LLC

Money Management

At Berntson Porter, we focus our attention on building and preserving the wealth of our clients and their families. We help customers manage their companies, reduce their taxes, plan their estates and provide for their families. Our goal is to let our clients sleep better knowing Berntson Porter is their financial partner. It is in this vein that we take a more active role in the management of our clients' financial assets. Our subsidiary, Berntson Porter Wealth Management, LLC, is licensed as a Registered Investment Advisory firm and all principals of BP are licensed as Investment Advisor Representatives.

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Berntson Porter Wealth Management, LLC is licensed as a registered investment adviser in the states of Washington, California and Nevada.

  • SPECIALIZED SERVICES 
  • > Business Valuations 
  • > Construction Advisory Services 
  • > Forensic & Fraud Investigations 
  • > Litigation Damages/Expert Witness 
  • > Mergers & Acquisitions 
  • > State & Local Tax (SALT) 
  • > Foreign Tax Consulting 
  • ESTATE & WEALTH MANAGEMENT 
  • > Business Owner Exit & Succession Planning 
  • > Estate Planning 
  • > Life, Disability & Long Term Care Insurance 
  • > Money Management 
  • PrimeGlobal


    11100 NE 8th St., Suite 400    Bellevue, WA 98004          VOICE: 425.454.7990           FAX: 425.454.7742           TOLL FREE: 800.876.6931
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