Wealth Management Services

A Long-term Partner in Financial Growth

To complement our role as your wealth advisor, we formed our subsidiary, Berntson Porter Wealth Management, LLC (BPWM – a licensed Registered Investment Advisory firm) to create strategic alliances with the best money management firms in the Puget Sound region.  Our goal is to preserve and continue to build your wealth to help better provide for your family. We aim to be a partner in your financial planning and wealth management not only for today, but for many years to come.

We look forward to being your wealth management partner.

  • Have access to who we believe are the best money management firms in the Puget Sound area.
  • Can have confidence knowing we have worked with many of the investment firms for almost two decades.
  • Can invest with our managers at reduced minimum investment amounts.
  • Will have a BPWM licensed investment advisor representative work with you and the money manager.
  • May allow BP to have online access to view your investment accounts allowing us to do better financial and tax planning.
  • Will never get a bill from us as we share fees that the investment firm charges that are not allowed to be increased due to our involvement.