Bradley Van Vechten
CFP®, ChFC®, CIMA®, CLU®
Private Wealth Management Solutions, LLC
Independent, Fee-Only Financial Planner Serving the Bellevue, WA and Northern California Regions
I am the Principal and founder of Private Wealth Management Solutions, LLC â€ (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 midâ€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.
Bradley Van Vechten is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Bradley Van Vechten is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Bradley Van Vechten is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Bradley Van Vechten is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Bradley Van Vechten is a Certified Investment Management Analyst® (CIMA®)
CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
Contact Bradley Van Vechten
11232 NE 15th St
Bellevue, WA 98004