Business Details
23 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Bellevue Asset Management was founded in 2003 with a clear mission: to guide clients in achieving their financial goals through comprehensive, unbiased strategies. Our firm specializes in wealth management, combining probabilistic financial planning with strategic investment management, risk mitigation, estate planning, and tax optimization. As a fee-only firm, we operate under a fiduciary duty to prioritize client interests, ensuring transparency and eliminating conflicts of interest. Our team of seasoned finance professionals brings decades of experience from top institutions, delivering customized solutions tailored to each client's unique needs. We focus on building long-term relationships, emphasizing continuous communication and holistic financial oversight.By leveraging academically sound investment approaches, including endowment-style strategies, we aim to maximize returns while managing risk effectively. Our commitment to excellence is reflected in our rigorous compliance standards and client-centric philosophy. We serve high-net-worth individuals and families, helping them navigate complex financial landscapes with confidence. With offices in Bellevue, Washington, we offer personalized service and encourage in-person consultations to foster trust and collaboration. Our dedication to innovation and integrity has positioned us as a trusted partner in wealth management for over two decades.
Services
Financial Planning
Investment Management
Estate Planning
Tax Optimization
Risk Mitigation
Details
- Year established: 2003
Highlights and features
- We operate as a fiduciary, legally obligated to act in your best interest at all times.
- Our fee-only structure eliminates conflicts of interest by avoiding commission-based products.
- Customized investment strategies are built using endowment-style, academically sound methodologies.
- Team includes CFP professionals with decades of experience from top-tier financial institutions.
- Minimum account size of $750,000 ensures focused service for high-net-worth clients.
Associations and certifications
- SEC Registered Investment Manager
Services
Financial Planning
We create personalized financial roadmaps addressing long-term goals, cash flow, and risk management. Our process begins with understanding your unique circumstances, then develops actionable plans for retirement, education funding, and legacy creation. By integrating tax-efficient strategies, we help clients achieve financial security while adapting to life's changes.
Investment Management
Our endowment-style approach combines academic research with institutional-grade diversification. We construct portfolios using traditional assets and alternative investments like private equity and real estate. Risk-adjusted allocations are tailored to individual goals, with ongoing monitoring to ensure alignment with market conditions and client objectives while maintaining disciplined rebalancing practices.
Estate Planning
We coordinate with legal professionals to develop comprehensive estate plans that minimize tax liabilities and ensure smooth asset transitions. Services include trust structuring, beneficiary designations, and legacy planning. Our focus is preserving wealth across generations while respecting clients' charitable intentions and family priorities through strategic documentation frameworks.
Tax Optimization
We implement tax-efficient investment strategies and coordinate with CPAs to reduce overall tax burdens. Our approach includes tax-loss harvesting, strategic asset location, and income timing optimization. By analyzing clients' complete financial pictures, we identify opportunities to enhance after-tax returns while maintaining compliance with evolving tax regulations.
Risk Mitigation
We assess clients' exposure to market, longevity, and liability risks through comprehensive scenario analysis. Solutions include appropriate insurance coverage, emergency reserves, and portfolio stress-testing. Our goal is preserving capital during downturns while maintaining growth potential, ensuring financial plans remain resilient against unexpected life events and economic fluctuations.
People
Michael Vila
Co-Founder & Principal
Certified Financial Planner with 20+ years of experience, previously at Oppenheimer & Co. Holds MBA from Kellogg and B.S. in Finance. Specializes in portfolio construction and financial planning for high-net-worth clients.
Jill McVey
Co-Founder & Principal
Finance industry veteran since 1986 with expertise in fixed income analysis and estate planning. Former Oppenheimer & Co. team member. Focuses on tax strategies and intergenerational wealth transfer solutions.
Rosie Matsumoto
Client Service & Operations Manager
Manages daily operations and client communications. Brings five years of financial industry experience from Allstate and prior nonprofit program development background. Ensures seamless service delivery and client relationship coordination.
Questions
What services does Bellevue Asset Management offer?
We provide comprehensive wealth management including financial planning, investment management, tax optimization, estate planning, and risk mitigation strategies tailored to high-net-worth individuals.
Are you legally required to act in my best interest?
Yes, as an SEC-registered fiduciary, we're legally obligated to prioritize client interests above all else in every recommendation we make.
How are your fees structured?
We charge an annual fee between 0.5% and 1.25% of managed assets with a $750,000 minimum. This aligns our success with your portfolio's growth.
What investment approach do you use?
We employ endowment-style strategies using academic research and institutional-grade diversification across traditional and alternative asset classes for optimal risk-adjusted returns.
Can I visit your office in person?
Yes, our Bellevue office is available for consultations. We encourage face-to-face meetings to build trust and better understand your unique financial situation.
