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At BondStreet, we have the ideal solution for real people who
want their investments handled by a top Wealth Manager, without
the limitations and expenses of the typical brokers, in a
friendly environment where everyone is treated well, regardless
of portfolio size. We feel that even though this isn’t common
now, someday it will be.
Experience
The Future of Investing:
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We are
a truly independent Investment Advisor. We offer what
we feel are the best investments available with unbiased
advice.
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Our
Wealth Manager, Brian Evans, is a CPA/PFS. He
is nationally published on his asset allocation strategy in
the Black Book on Personal Finance. Brian also hosted
the On The Money
radio talk show on KKNW AM 1150 Seattle.
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As an
Investment Advisor (not a broker-dealer) we have a fiduciary
duty to act in your best interest. We have no hidden fees;
we only work for you!
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With
Investment Management, we offer comprehensive Tax &
Estate Planning, Financial & Legacy Planning, 401(k)
Management, Insurance Advice & complete Trust Services.
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Accounting services offered through our sister firm,
Bauer Evans, the third largest CPA firm in Everett,
specializing in the entrepreneur’s tax & consulting needs.
Founded 1989.
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Your
Investment Advisor Representative will be with you every
step of the way, from helping you choose the appropriate
Investment Portfolio, to providing the exceptional
ongoing support that is the trademark of BondStreet
Wealth Management.
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