Planning

We combine financial planning services an exceptional client experience.

Threshold Group offers four distinct, yet often interrelated, wealth management services: Financial, Philanthropic, Estate and Trust, and Legacy. With each plan, we start with a period of discovery so that we can better understand your unique story, needs, and vision. Then we develop a truly tailored strategy aimed at the mix of goals that are most important to you.

Exceptional Client Experiences

We don’t do it alone. Our plans are developed and executed in deep collaboration with you and your family. We infuse each plan with objective advice from Threshold Group investment professionals, and we leverage unique access to institutional-quality research provided by Russell Investments. Along the way, we offer a clear project plan so you know where we are, and provide plan transparency and stability to help you sleep better at night.

At the end of the day, it’s getting to results that matter to you that matters most to us.

Our Seattle and Philadelphia Based Planning Services