A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mountaintop observatory

Amit Trivedi, CFA

Financial Advisor

We work with a select number of affluent business owners, corporate executives, and successful families, serving as vigilant risk managers and thoughtful stewards of their financial assets. We possess a deep understanding of the wealth management challenges and opportunities our clients face and collaborate closely with them and their trusted advisors to develop a personalized strategy for preserving and transferring their wealth. Our team is able to deliver a unique experience that offers the dedication of a boutique family office and the resources of one of the world’s strongest wealth management firms.

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • IL
  • MA
  • MO
  • NY
  • OR
  • TX
  • WA

Education

  • Bachelor of Arts in Finance, Seattle University

Credentials

  • Chartered Financial Analyst®
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2790

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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