Our Story

Overview of Threshold Group, a Wealth Management Firm with offices in Seattle and Philadelphia

 

Established 1999 – 100% Family Owned
Our Numbers
$3 Billion Assets Under Management1
Typical Client Asset Range: $5 Million – $1 Billion. Service agreements based on minimum annual fee rather than minimum asset amount.
Forbes Magazine TOP 50 Wealth Managers2
Financial Times TOP 300 Financial Advisors3
Our Offices
Seattle, WA
Philadelphia, PA
Gig Harbor, WA
Our clients are in over 26 states.
Our Services
Goals-Based Investment Approach
Planning
  • Financial
  • Philanthropic
  • Estate and Trust
  • Legacy
Investment Management
Impact Investing
Family Office Services

1. As of December 31, 2014. Of which approx. $1 billion in assets is invested or seeking investment in impact investments
2. Source: Forbes magazine, 2014 and 2015 Top 50 Wealth Managers
3. Source: Financial Times, 2015 Top 300 Financial Advisors
4. Seattle Business magazine