The right moves for your financial future

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.

Chess board

Scott C. Dale

First Vice President–Wealth Management

Certified Exit Planning Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • ID
  • KS
  • MT
  • NV
  • OR
  • TX
  • WA

Credentials

  • Certified Exit Planning Advisor
225 108th Avenue NE
Suite 800
Bellevue, WA 98004
  • (425) 990-2754

Email Me

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.

The Year Ahead - Sustainable Investing

Multigenerational planning

Multigenerational planning

Our Process

Our Process

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021