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 clients are in 30 states.
Our Offices
Seattle, WA
Philadelphia, PA
San Francisco, CA
Our Services
Goals-Based Investment Approach
Planning
  • Financial
  • Philanthropic
  • Estate and Trust
  • Legacy
Investment Management
Impact Investing
Family Office Services

1. All numbers as of 3/31/2017