About Us
A financial planner, much like the mainspring of a watch, offers the balance, coordination, and precision needed to manage your finances effectively. In addition to financial planning, our comprehensive wealth management approach coordinates various financial components like cash flow, investing, insurance and estate planning to work together seamlessly. This includes partnering with CPAs and attorneys to provide clients with the most comprehensive solutions.
Just as a mainspring powers a watch’s movement, a financial planner with wealth management expertise empowers your financial journey, fostering the longevity and growth of your wealth.
Community Involvement
Our focus extends beyond our clients and families, to positively impacting our local area. It is our aim to serve as a point of positive impact in our Eastside community.
The Bellevue office regularly volunteers with Kindering, a local organization that provides children of diverse abilities and their families with education and therapies to nurture hope, courage, and the skills to soar. Every year we are glad to assist with preparations for the annual Kindering Auction Gala.
Youth Eastside Services (YES) is another local organization we are proud to support. YES provides mental health counseling and substance use treatment to children, young adults, and their families. Our team in Bellevue participates in YES’s Invest in Youth Breakfast where we have the opportunity to donate in support of the YES program and host a table for our team members and clients to learn about YES’s mission directly from their clients.
Meet Our Team In Bellevue, WA
The Mainspring Team in Bellevue focuses on creating a positive client experience through collaboration, sharing our strengths, holding ourselves to the highest standards, and having fun while we do it. We provide effective and personalized financial planning tailored to your unique needs and goals. Acting within our values of integrity, commitment, and personal growth we work to provide you with transparent long-term investment options.
Contact Us
BELLEVUE, WA OFFICE:
Our wealth management team provides expert financial guidance for individuals and families. We focus on long-term tax planning, considering the lasting effects of current financial decisions. Our customized solutions, regular reviews, and estate planning expertise promote financial well-being and wealth growth. We prioritize empowering clients with financial knowledge to make informed decisions for a prosperous future.
- 11400 SE 8th Street Suite #260 Bellevue, WA 98004
- T: (425) 274-2429
- F: (425) 777-4941
