Bradley Van Vechten| CFP®, ChFC®, CIMA®, CLU®
Private Wealth Management Solutions, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Analysis
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bellevue, WA 98004
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bradley Van Vechten is a Bellevue, WA Fee-Only Financial Planner serving Bellevue and all surrounding areas. Private Wealth Management Solutions, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bradley Van Vechten is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I am the Principal and founder of Private Wealth Management Solutions, LLC ‐ (PWMS). My belief is that good financial planning does not have to be complex or confusing. PWMS specializes in assisting individuals and their family members as well as small to mid‐size businesses with their financial needs.
As a fee-only financial advisor, I do not “sell” financial products, I offer services based on either an annual fee (Wealth Management) or an hourly basis (Financial Planning), which will be determined by your individual needs.
As a Registered Investment Advisor (RIA), I am committed to my clients and to the standards set forth by law to provide guidance and advice to my clients that are in your best interests and not compromised in any way by commissions or financial incentives. I am completely focused on providing the best solutions for you, your family, and your employees and I abide by the Fiduciary standards required by law.
I earned my Bachelor’s degree in Business Administration (Management) from San Jose University and a Certificate in Personal Financial Planning from the University of California at Berkeley. I am a United States Sailing Association Certified Powerboat & Sailing Instructor and I love tennis, cycling and current events. Linda and I plus our giant schnauzer live in Kirkland, Washington.
Whether you’re saving for college, for travel, for a new house or for retirement, PWMS can help you by looking at your financial future comprehensively. We understand that in order to maximize your financial potential, we also need to minimize risk and tax liability so that you’re poised for the best possible outcome based on your individual goals and risk tolerance … then all you have to do is live your life, leaving the business of planning your personal finances to the professionals.