Located in the heart of the Pacific Northwest’s technology corridor, Pathstone’s Bellevue office partners with innovators, executives, and multigenerational families to create wealth strategies that seek to balance vision with precision. 

At Pathstone, how we show up is just as important as what we do. We want clients to experience something different here—not just our integrated services, but the character of our people. We seek to bring the foresight of seasoned advisors, the care of trusted allies, and the resourcefulness of problem-solvers who know how to navigate complexity.

Every relationship begins with listening. From there, we design thoughtful, responsive strategies that reflect your values, priorities, and the unique context in which you operate. Whether you’re seeking clarity, capacity, or continuity, we tailor our work to meet the moment—and to grow with you over time.

In Bellevue, clients may look to us for:

• Clarifying long-term goals through strategic planning, investment oversight, and personal CFO services
• Creating lasting security through portfolio management, liquidity planning, and insurance strategies
• Planning for future generations with estate design, trust services, and governance support
• Aligning giving and values through philanthropy, community engagement, and impact investing
• Preserving continuity and resilience through risk management and business advisory
• Supporting vitality and lifestyle through health planning and extended family office services

And behind every service is something deeper: a commitment to listening closely, thinking holistically, and delivering advice geared not only to solve—but also to support.