Thomas Bailey

Background

About Thomas Bailey

I am the President and Founder of Broadview Wealth Management, LLC an independent, fee-only Registered Investment Advisory firm based in Bellevue, WA. I serve individual, family and small business clients with a full range of financial advisory services including financial planning, portfolio design, investment management and strategic advice on education planning, retirement planning, trust and estate planning, tax-saving strategies and home financing. I got into the business of wealth management because I am deeply passionate about serving people with the highest standard of quality and providing them with sound strategies that enable them to reach their financial goals. My client relationships are deep, lifetime partnerships that cover all important financial decisions faced by people as they progress through their lives. My core investment beliefs center on building well-diversified, low cost, tax efficient investment portfolios consisting of the appropriate combination of equity, fixed income and alternative investments tailored to clients financial goals, appetite for risk and investment time horizon. I received a Masters of Business Administration from the University of Washington's Foster School of Business, worked for 18 years as a senior business leader at Microsoft Corporation, and have passed the Series 65 examination with the National Association of Securities Dealers (NASD). I live in Kirkland with my wife, Courtney, and two children, Caroline and Thomas. I'd be happy to answer any questions you may have. If you think that I could help you reach your financial goals feel free to contact me at tom@broadviewwealth.com or at 425.326.1120.