Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Matthew Steele CFP

First Vice President

Financial Advisor

Matthew grew up locally in Sammamish Washington and now resides in Bellevue with his wife. He studied business at Santa Clara University and majored in Finance. Matthew is active in the community supporting local organizations, Boy Scouts of America- Chief Seattle Council, The First Tee of Greater Seattle and Bellevue Life Spring. Matthew has a passion for helping others and enjoys helping his clients to achieve their financial goals. 

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MT
  • NV
  • OH
  • SD
  • TN
  • UT
  • WA
  • WI

Education

  • Finance, Santa Clara University, 2005 - 2009
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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