Network·Family Office

Bear Mountain Capital INC.

Unclaimed

📍 SEATTLE, WA

Family Officefinancial servicesreal estateconsumermedia
www.bearmountaincapital.com

SEC CRD #801-113478

About

Seattle Financial Advisors Wealth Management | Bear Mountain Achieve Financial Clarity Anxiety about your financial future or portfolio strategy can creep in at the worst time. We can help you with that. We help your nest egg grow faster than your expenses Bear Mountain Capital is an independent wealth management fiduciary, dedicated to providing our clients with clarity and confidence in their financial future. Financial Planning Your financial life is more than just numbers on a spreadsheet, it’s your goals, your values, and your future vacation home (or maybe just a better coffee habit). At Bear Mountain Capital, we take the time to understand your full picture so we can build a plan that actually fits your life. Portfolio Management Smart investing isn’t about jumping on the latest trend, it’s about aligning your portfolio with your life goals. At Bear Mountain Capital, we build thoughtful, disciplined portfolios designed to grow with you, through market highs, lows, and everything in between. Long Term Partnership Life doesn’t sit still and neither do your finances. At Bear Mountain Capital, we bring clarity, calm, and maybe even a little comic relief to your financial world through a long-term, holistic partnership built to evolve with you. Explore our services Through integrated financial planning, investment management, and expert guidance, we help clients build wealth while making informed decisions about life’s most complex financial matters. sign me up asap We beli

Key Contact

JD

JOE DAY

CHIEF COMPLIANCE OFFICER

📞 (206) 420-3713

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Geographic Focus

waunited statesnortheastwest

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AUM

$375M

Check Size

$12M–$12M

Location

SEATTLE, WA

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