Bellevue Financial Planning Services

Trust isn't given; it's earned. At Bristlecone Advisors, earning and keeping your trust is at the heart of everything we do.

You're not just planning for the future; you're crafting it with experts who truly understand and care about your goals.

Our Process

Financial Planning

Our services involve merging financial planning concepts with an investment strategy that is personalized to your lifestyle, aspirations, and capacity to endure market changes. Our goal is to strike the right balance for you between risk and return on an after-tax and after-fee basis.

Portfolio Design

As a result of listening intently to your goals and objectives, we prepare a personalized investment policy statement that serves as a guide to your investment portfolio. In the design process, we discuss and agree on appropriate long-term risk tolerance and optimize for asset location to aid in reducing the tax impacts to your portfolio.

Individually Managed Securities

We build diversified portfolios based on each client’s objectives, utilizing the optimum blend of individual equities and bonds with top mutual funds and exchange-traded funds. Our proprietary strategy blends a top-down, macroeconomic review with a bottom-up, fundamental research. The customized efficiency of individual securities can provide superior after-tax returns with proactive management.

Manager Search and Selection

Our internal research team conducts unbiased manager due diligence to identify managers for our client portfolios. When possible, we negotiate preferential terms including fees, account sizes, and custom mandates.

Portfolio Implementation

We manage a thoughtful, logical transition from your current portfolio to your recommended strategic target portfolio. The transition process is particularly sensitive to tax implications in terms of evaluating the impact and timing of incurring taxes related to recommended changes.

Consolidated Reporting

In addition to regular statements provided by your custodian, we prepare a set of clear, concise, and comprehensive reports designed to illustrate your holistic financial picture in a single view.

Custom Analysis

We provide ongoing, tailored evaluation of performance, risk metrics, and portfolio characteristics. This information is key in our advice regarding cash flow, sustainable spending rates, and long-term planning.

Bristlecone's Promise:<br>Trusted Advisors<br>Proven Methods<br>Personal Commitment to You

Bristlecone's Promise:
Trusted Advisors
Proven Methods
Personal Commitment to You

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Nurturing the Next Generation's Financial Wisdom

We understand the importance of preserving your legacy. That's why we offer a trusted bridge between generations, helping your children and grandchildren develop financial responsibility. Our proven educational approach covers investment basics, risk management, and realistic expectations. With personal guidance from our experienced team, we foster enduring client-advisor relationships that span generations.

Compassionate Care Coordination for Aging Family Members

As your family's needs evolve, trust us to provide personal support every step of the way. We've proven our ability to connect clients with top-tier caregivers, ensuring peace of mind for you and your loved ones. Whether it's arranging reliable transportation for medical appointments or finding trustworthy in-home care, our personal touch ensures your family's comfort and dignity.

Proven Approach For Managing Complex Financial Landscapes

Life's complexities shouldn't burden you. Our proven expertise in managing multi-property portfolios, coordinating intricate estate plans, and overseeing billing cycles speaks for itself. As your trusted family office, we personally handle the coordination of your financial, personal, and professional needs. This comprehensive approach frees you to focus on what matters most - your family, career, and personal passions.

Guiding Family Succession with Wisdom and Care

In times of transition or crisis, you need an advisor you can trust implicitly. Our deep, personal understanding of your family's goals and values positions us as your steadfast advocate. We've proven our ability to navigate delicate family dynamics, ensuring your wishes are honored and your legacy preserved. With Bristlecone, you have a trusted partner to guide your family through even the most challenging times.

Our Approach

At Bristlecone Advisors, we understand that your financial journey is as unique as you are. That's why we've developed a trusted approach that blends time-tested financial principles with your personal goals and preferences.

Our proven method starts with a comprehensive analysis of your entire financial landscape. We consider everything - from your cash flow and tax situation to your estate plans and charitable aspirations. This holistic view allows us to craft a personalized wealth strategy that's built on sound investment discipline and tailored specifically to you.

Our Services

Family Office Services

We offer a suite of services including bill paying, coordination of tax payments, cash flow reporting, preparation of personal financial statements, oversight of banking relationships, and assisting with complex credit needs

Tax Planning and Administration

We are actively involved with clients' tax advisors on individual, partnership, and corporate tax issues in an effort to improve the effectiveness and efficiency of tax planning and the process of preparing annual tax filings.

Strategic Philanthropy

We work with families to identify their charitable objectives and advise on optional funding strategies and gifting plans. We then work to administer the grant-making process (grant tracking, funding, and reporting) to ensure compliance for individuals and private foundations.

Risk Management and Insurance Coordination

We closely interact with external insurance professionals to conduct an insurance review and determine appropriate coverage and insurance premiums. In the event there is a claim, we actively manage the claims process to a satisfactory outcome.

Estate Planning

We work with clients to understand (and help develop) their estate planning philosophy and objectives. We work alongside your estate planning attorney to coordinate, implement, manage, and report on your trust and estate plans.

Real Asset Management

We manage all activities associated with your largest assets (real estate, boats, airplanes, etc.), including the formation of holding entities, creation of budgets, expense tracking, and scheduling.

Special Projects

We are a resource for special projects, including real estate purchases, construction projects, the formation of legal entities, and investment due diligence. We will fully attend to whatever special projects evolve for you.

Learn more about our multi-family office and our unwavering commitment to exceptional service.

Learn more about who we are as individuals and how our collective experience works for you.

Meet Our Team

Investing is not just about numbers; it’s about building relationships. When you truly understand your clients' needs, you create a partnership that thrives on trust and mutual growth.

— Jeff Parker, Partner

Approach

Introduction