Thomas Bailey

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 t•••@broadviewwealth.com or at 42••••••20.

Experience

1. President and Founder

   Broadview Wealth Management, Llc

   Nov 2014 — Present · Bellevue, WA, US

   Broadview Wealth Management is an independent, fee-only financial advisory serving individual, family and small businesses clients. We provide best-in-class financial advisory services that enable clients to achieve their lifetime financial goals. Core services include comprehensive financial planning, tailored investment strategies and portfolios and ongoing advice on all financial matters. For more information, please visit Broadview Wealth Management is a registered investment advisor in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Education

• UW Foster School of Business

  Master of Business Administration (M.B.A.), Marketing

  1994 — 1996

• University of Melbourne

  Master's Degree, Public Policy

  1991 — 1991

• Whitman College

  Bachelor's Degree, Political Science Major; Mathematics Minor

  1983 — 1987

Skills

• Strategic Planning
• Independent Financial Advice
• Leadership
• Go-to-Market Strategy
• Product Management
• Start-Ups
• Asset Allocation
• Mobile Applications
• Business Strategy
• Risk Management
• Strategic Partnerships
• Investment Strategies
• Strategy
• Business Development
• Cross-Functional Team Leadership
• Financial Advisory
• Financial Services
• Product Marketing
• Financial Planning