Bellevue, WA Office

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.