Bellevue Asset Management

Bellevue Asset Management is a boutique, fee-only, wealth management firm established in 2003. Our mission is to guide and empower our clients in achieving their financial goals through a comprehensive approach that includes probabilistic financial planning, strategic investment management and risk mitigation, estate planning, and tax planning. Our team of experienced finance professionals works closely with each client to create a customized road map for the future that is tailored to their unique needs and objectives.

As a fee-only firm, Bellevue Asset Management does not earn commissions on any recommendations. This ensures that our advice is unbiased and our relationship with our clients is transparent. Our firm oversees more than $250 million in client assets, which are held at Charles Schwab and Co. We have a fiduciary duty to serve the best interest of each client and not subordinate their interest to our own. Our fees are based on the total size of a client's accounts under our management and generally range from 0.5% to 1.25% of the asset value. Our minimum account size (or combination of accounts) is $750,000.

Meet Our Team

Our team is comprised of experienced finance professionals who are dedicated to providing our clients with the highest level of service.

• Michael Vila, CFP Co-Founder & Principal: Michael came from Oppenheimer and Co. after starting his career in corporate finance. He focuses on financial planning aspects as well as portfolio management and construction. He holds a B.S. in Finance with a Minor in Mathematics from Santa Clara University and obtained his M.B.A. from the Kellogg Graduate School of Management at Northwestern University. Mike is also a CERTIFIED FINANCIAL PLANNER professional.
• Jill McVey Co-Founder & Principal: Jill has worked in the securities industry since 1986 and also came from Oppenheimer and Co. She has extensive experience in servicing a client's financial needs from multiple perspectives. Her current areas of expertise include fixed income analysis, estate, trust and tax planning.
• Rosie Matsumoto Client Service & Operations Manager: Rosie joined the firm in the winter of 2023 after 5 years in the insurance and financial industry. She oversees our daily operations and serves as our client liaison.

Our Holistic Process

Our process begins with a plan. We start every client relationship with a meeting to understand their individual goals and concerns, not only today but for the long haul. Our objective is to understand a client's full financial picture - assets, debt, income and obligations - and our goal is to ensure they reach their goals.

A customized investment strategy is developed based on the financial plan. Rather than using rules of thumb or generic formulas for asset allocation, we determine the appropriate investment mix for each client. Our strategic approach is designed to manage risk, maximize returns, and align with our clients' goals and values.

We monitor and adjust the investment strategy regularly to ensure it remains aligned with our clients' goals and objectives. We also provide ongoing education and communication to our clients to help them make informed decisions about their financial future.

Visit Our Office

Choosing a financial advisor can be a big decision, so we encourage you to visit our office to meet in person. We believe that building a strong, personal relationship with our clients is the foundation of success.

Request a Free Consultation

If you're wondering how our customizable financial planning and asset management services could change your life, get in touch to find out. We offer a free consultation to discuss your financial goals and how we can help you achieve them.