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Josh Betts

Founder CEO Managing Partner @Aletheian Wealth Advisors

Bellevue, WA, US
EMAILS
j•••••@aletheianadvisors.com
MOBILE NUMBERS
+16•••••••09

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WORK HISTORY

May 2019 — Present

Founder CEO Managing Partner @Aletheian Wealth Advisors

Bellevue, WA, US

Aletheian means \"Truth and transparency.\" We guide successful families with multi-generational complexity to create lasting legacies.Aletheian Wealth Advisors puts you first, always. We are a fee-only multi-family office model that serves as a true fiduciary. You will benefit from the highest level of personal service, advanced wealth planning, and intelligent investment management.We help clients conceptualize the notion of a “family enterprise,” and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind.

EDUCATION

1995 — 1999

Oregon State University

Bachelor's Degree, Psychology

2000 — 2003

Moody Bible Institute

Master's of Divinity, Theology/Theological Studies

SKILLS

DerivativesPortfolio ManagementInvestment ManagementEquitiesInvestment AdvisoryInvestment StrategiesInvestmentsAsset AllocationWealth ManagementAsset ManagementEtfsFinancial MarketsTradingFixed Income

ABOUT JOSH BETTS

Founder | CEO | Managing Partner at Aletheian Wealth Advisors

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