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Optimizing wealth for high impact people

A family office built around you.
Design and build your own Family Office for your needs.

$1.9B

Assets Under Management

500+

Families Impacted

20+

Professionals & Advisors

​What do we do?

Integrated Team

Have your investment advisor, accountant, and attorney all in the same room on the same team.

Liquidity Prep

Are you nearing liquidity? A year out we start helping prepare for liquidity and optimize the transaction.

Founder Support

Building a business? Our team helps you navigate what that growth means for you and your family.

Who do we work with?

Founders

Owners

Executives

Legacy Builders

Advice from experienced professionals

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Chris Bean

Advisor & Partner, CPA

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Amanda Dixon

Associate, MBA, CRPC

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Douglas Bean

Advisor & Partner, CFP®

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Eric Penz

Senior Advisor

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Wes Jensen

Advisor, CPFA, AIF®

How can we serve you?

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Book a call with our team of professionals today!

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Seattle Office

16880 NE 79th St  Redmond, WA 98052

Salt Lake Office

1557 W Innovation Way
Suite 500 (5th floor)

Lehi, UT 84043

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

Seattle Office

16880 NE 79th St

Redmond, WA 98052

Salt Lake Office

1557 W Innovation Way
Suite 500 (5th floor)

Lehi, UT 84043

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

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