Overview

Our Services

Threshold Group is an independent wealth management company serving the unique visions of individuals, multi-generational families, and foundations across the United States. Our Seattle and Philadelphia based financial advisors and wealth managers strive to understand your unique needs.

Generally, our clients fall into one of the following wealth circumstances:
  • Sale of private business
  • Profound or rapid company growth
  • Proceeds from takeover or sale of stock
  • Family governance transition
  • Increasing estate responsibility
  • Increase in philanthropic activity
  • Increasing foundation management complexities
  • Interest in impact investing and making a difference
  • Inheritance 

That’s where the similarities in wealth circumstances end, and where our customized, goals-based wealth management begins. Every individual, family, and foundation has a different interest, vision, and need. To satisfy each, we apply strategy, discipline, institutional-quality research, and innovative investment solutions that are focused on what matters most to you and your family. 

Resources and Partnerships