Certified Public Accountants & Consultants
FAKE FLASH

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Learn More

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:

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.

> LEARN MORE

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
    © 2017 Berntson Porter & Company, PLLC   -   Web Design by Catch