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.

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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

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A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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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