BERNTSON PORTER WEALTH MANAGEMENT, LLC
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Many 401(k)s have turned into "201(k)s." The real estate bubble, fed policy missteps and economic uncertainty have eroded investment portfolios and pension accounts. To complement our role as your financial advisor we have researched the best money management firms in the Puget Sound area. Our due diligence demanded an excellent track record, stellar references and an affinity with the types of customers BP serves. Our goal was to find the best and form strategic alliances to serve you. Our selected managers are:
- Coldstream Capital Management, Inc.
- Freestone Capital Management, Inc.
- Morgan Stanley Smith Barney
- Oppenheimer
- The Phil Scott Group within Merrill Lynch
- UBS
- > More
Our strategic alliance approach to choosing carefully-vetted, service-oriented money managers ensures that our clients' investments are monitored and optimized by some of the best minds in the wealth management industry. Our team approach to wealth advisory allows BPWM, LLC to provide higher-level service to our clients. We look forward to the opportunity to sit down with you and discuss this service and how it may fit with your financial goals and family objectives.
