A complete list of active advisors currently associated with Percension Wealth Advisors, LLC

Warmer can help you find a great advisor at Percension Wealth Advisors, LLC or one who fits your needs even better.

Percension Wealth Advisors provides investment supervisory services and financial planning to individual and high-net-worth individual clients. The firm prepares a written Investment Policy Statement for each client and offers ongoing portfolio monitoring and implementation of tailored investment plans. The firm offers both active and passive management approaches and documents strategy choice based on each client’s goals, time horizon and risk tolerance. Investment implementation relies on technical analysis of price charts and includes both long- and short-term trading techniques, with discretionary trading authority typically requested to execute the agreed strategy. Distinctive features include the use of technical, short-term trading and options-writing strategies for retail clients, which is less common among similarly sized advisory firms that emphasize only buy-and-hold approaches. The firm also allows client-directed brokerage, discloses no receipt of soft-dollar benefits or third-party compensation, and provides regular written fee invoices alongside monthly account reviews by the firm’s lead advisor.

To learn more about the advisors currently working at Percension Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Betz	Sammamish, WA	16

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