Your life. Your wealth. Your future.

Pursue what matters most

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Duncan-McAllister

    Duncan McAllister, CFP, CRPC, CEPA

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • MA
    • MI
    • MT
    • NC
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
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    • UT
    • WA

    Duncan is a founder and senior partner of Capstone Advisors. He advises business owners, entrepreneurs, and families on all aspects of their business, financial, investment, and legacy planning. With nearly 25 years of experience, Duncan brings valuable insights and leadership to help focus business owners and their families on multi-generational planning and the responsibilities of wealth. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Exit Planning Advisor (CEPA). Duncan is a graduate of the Carson College of Business at Washington State University with a B.A. in Finance. He lives in Newcastle with his wife and two sons and enjoys volunteering for youth sports programs, skiing, cooking, tennis, and golf.

     

      • Washington State University, B.A. Business Finance
      • CFP®, Certified Financial Planner™
      • CRPC®, Chartered Retirement Planning Counselor™
      • CEPA, Certified Exit Planning Advisor
      • Senior Portfolio Manager
      • Wealth Advisor
      Retirement planning
      Legacy planning
      Business succession
      Executive compensation
      225 108th Avenue NE
      Suite 800
      Bellevue, WA 98004
    • Gary-Pratt

      Gary Pratt

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
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      • MT
      • NC
      • NV
      • NY
      • OH
      • OK
      • OR
      • SC
      • SD
      • TX
      • UT
      • WA

      Gary is a founder and senior partner of Capstone Advisors and specializes in comprehensive wealth planning for corporate executives, business owners, and wealthy families. Gary has 27 years of experience as a financial advisor with UBS Financial Services. By clearly understanding his client's personal and professional goals and objectives, he provides comprehensive advice around specific and detailed wealth management and cash flow needs. He is experienced in financial planning, cash flow analysis, insurance, and portfolio design and management. Gary has a B.S. in Engineering and an M.B.A. from the Foster Business School at the University of Washington. Gary and his wife Teri live in Kirkland and enjoy golf, running, and skiing in their free time.

        • University of Washington, M.B.A. Finance
        • Senior Portfolio Manager
        • Wealth Advisor
        Financial planning
        Estate planning strategies
        Business owners
        Corporate executives
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Bijan-Behboodi

        Bijan Behboodi, CFP, CEPA

        Senior Vice President–Wealth Management

        Portfolio Manager

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KY
        • MA
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TX
        • UT
        • WA
        • WI

        Bijan is a President’s Council level Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®). As a partner of Capstone Advisors and Senior Vice President at UBS, Bijan focuses on delivering a complete wealth planning experience to business owners pre and post liquidity, helping clients navigate their exit strategy.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • University of Oregon, B.S. Business Finance and Economics
        • Portfolio Manager
        • CFP®, Certified Financial Planner™
        • CEPA, Certified Exit Planning Advisor
        • Forbes Best-In-State Wealth Advisor
        • 2021, 2022 Forbes Top 100 Next-Gen Wealth Advisor
        Exit planning
        Business succession
        Executive compensation
        Legacy planning
        225 108th Avenue NE
        Suite 800
        Bellevue, WA 98004
      • Brenda-Berg

        Brenda Berg

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KY
        • MA
        • MI
        • MN
        • NC
        • ND
        • NV
        • OK
        • OR
        • PA
        • SD
        • TX
        • UT
        • WA
        • WI

        Brenda has 29 years of experience in Wealth Management. She holds a Bachelor of Science degree in Aerospace Science, with a Business Management focus. In her free time, Brenda is actively involved with various charities and has served on the Board of Directors for two non-profit organizations. She also enjoys traveling, gardening, basketball, skiing, and spending time with her friends and family. Currently, Brenda and her husband Tim live in Bellevue. They have two daughters, Jessica and Rachel.

          • Central Washington University, B.S. Aerospace Management
            Financial planning
            Legacy planning
            Long-term care planning
            Multi-generational families
            225 108th Avenue NE
            Suite 800
            Bellevue, WA 98004
          • Mike-Wehrman

            Mike Wehrman

            Senior Vice President–Wealth Management

            Senior Portfolio Manager

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            • AK
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • IA
            • ID
            • IL
            • IN
            • KY
            • MA
            • MI
            • MN
            • MO
            • MT
            • NC
            • ND
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • WA
            • WI

            Mike has 24 years of experience in Wealth Management, focusing on multi-generational planning in addition to the growing niche market of directed trust solutions. His love for this business stems from the satisfaction of working with each client through the various stages of their financial lives. He is a graduate of Whitman College, where he played Varsity Golf. To this day, he remains an avid golfer and frequently competes in amateur tournaments. Outside of the office and off the green, Mike enjoys spending time with his wife (Kristen) and two daughters (Emma and Katie). 

             

              • Whitman College
              • Senior Portfolio Manager
              • Wealth Advisor
              Exit planning
              Business succession
              Executive compensation
              Multi-generational families
              225 108th Avenue NE
              Suite 800
              Bellevue, WA 98004
            • Christopher-Billingsley

              Christopher Billingsley, CFP, CRPC

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • KY
              • MA
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • SD
              • TX
              • UT
              • WA
              • WI

              Chris has 24 years of experience in Wealth Management. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). Chris is a graduate of Central Washington University with a B.A. in Economics and a B.A. in Finance. Outside of the office, he enjoys spending time with his wife, two sons, and daughter. He enjoys soccer, hiking, golf, and skiing.

                • Central Washington University, B.A. Economics and Finance
                • CFP®, Certified Financial Planner™
                • CRPC®, Chartered Retirement Planning Counselor™
                • Wealth Advisor
                Financial planning
                Retirement planning
                Estate planning strategies
                Multi-generational families
                225 108th Avenue NE
                Suite 800
                Bellevue, WA 98004

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Business transition and succession planning

              Business transition and succession planning

              Multigenerational planning

              Multigenerational planning

              Goals-based planning

              Goals-based planning

              Selling your business: Proceed with passion

              UBS Business Transition Services can help unlock the possibilities

              Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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