Bellevue, WA 108th Avenue NE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Consilio Wealth Advisors, LLC
Team
Firm-wide stats for Consilio Wealth Advisors, LLC
About
Consilio Wealth Advisors serves individual and high‑net‑worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm also provides retirement account oversight, participant account management for held‑away plans, and arranges estate and tax planning services through third‑party technology providers.
The advisor’s investment process combines Modern Portfolio Theory and fundamental analysis with a predominantly long‑term orientation; portfolios may include mutual funds, ETFs, individual stocks and bonds, alternative investments, and options contracts. CWA customizes allocations for each client, may engage unaffiliated independent managers for portions of portfolios, and uses platforms such as eMoney for consolidated reporting and third‑party tools to monitor and rebalance held‑away retirement accounts.
Compared with many team firms, CWA manages a substantial amount of discretionary assets for a seven‑advisor team and discloses a willingness to employ options and other derivatives as part of client strategies—an approach that is less common among peers. The firm also integrates third‑party cash management and lending solutions and relies on technology partnerships for estate and tax planning, while generally avoiding custody of client assets except in limited standing‑authorization circumstances.
Based on Consilio Wealth Advisors, LLC
Expertise
Based on Consilio Wealth Advisors, LLC
Location
500 108th Avenue NE, Suite 1100
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Alexander D
Series 63, Series 65
Bellevue, WA
Consilio Wealth Advisors, LLC
Alexander Dorell is a financial advisor at Consilio Wealth Advisors, LLC in Bellevue, WA, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and Charles Schwab. Outside of his advisory role, he works as a driver for Uber and Postmates. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, using a range of investment vehicles and customized allocations, and integrates third-party technology for reporting and estate and tax planning.
Carin S
CFP®, Series 66
Bellevue, WA
Consilio Wealth Advisors, LLC
Carin Sevigny is a CFP® with 12 years of industry experience. She is currently with Consilio Wealth Advisors, LLC, where she has worked for one year. Her prior experience includes positions at The Retirement Solution and the College of Financial Planning. Sevigny is also a licensed insurance agent, dedicating part of her time to implementing insurance recommendations. Consilio Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, and financial planning. The firm combines Modern Portfolio Theory and fundamental analysis with a long-term investment approach, customizing allocations and utilizing third-party tools to monitor and rebalance portfolios.
Christopher K
CFP®, ChFC®, Series 63, Series 65
Bellevue, WA
Consilio Wealth Advisors, LLC
Christopher Kaminski is a CFP® and ChFC® with 15 years of experience in financial services. He has worked at Northwestern Mutual in various roles from 2009 to 2021 before joining Consilio Wealth Advisors, LLC in 2021. Consilio Wealth Advisors is a fiduciary registered investment advisor serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs Modern Portfolio Theory and fundamental analysis with a long-term focus, using a range of investment vehicles including options and derivatives within separately managed accounts.
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