Network·Family Office

Consilio Wealth Advisors, LLC

Unclaimed

📍 BELLEVUE, WA

Family Officetechnology
www.consiliowealth.com

SEC CRD #801-121207

About

Consilio Wealth Advisors | Financial Planning for Tech Professionals 0 Skip to Content Schedule a Call Open Menu Close Menu Schedule a Call Open Menu Close Menu Financial Planning for Tech Professionals Experience the Confidence You Deserve Schedule a Call As Seen In Companies we work with Win The Tax Game Optimize RSU Compensation Make Work Optional You’ve Worked Too Hard to Let Money Steal Your Freedom. ◆ Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon. ◆ You’re smart and capable, yet you find the internet has endless opinions but no advice – which only causes more anxiety. ◆ You’ve worked hard to give your family the flexibility, optionality and control you deserve. Schedule a Call Experience the Confidence You Deserve. Win the tax game Taxes are confusing. Understand what you’re missing so you can win the game for years to come. Optimize rsu compensation Implement a framework for holding, selling, and gifting your shares. make work optional Design a plan to reach financial independence. Work because you love it, not for the paycheck. Explore our Services Who we serve: Our team might be a fit if… Do you work at Amazon , Microsoft , Meta , or Google ? Is your household highly compensated in company stock ? Are over the age of 45, with a family, and not enough hours in the day ? Do you already max out your 401(k) , and have at least $1M of investable assets ? Do you believe in professional advice , and y

Key Contact

CK

CHRISTOPHER KAMINSKI

CHIEF COMPLIANCE OFFICER

📞 (206) 533-3670

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Geographic Focus

waunited states

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AUM

$556M

Check Size

$1M–$1M

Location

BELLEVUE, WA

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