Don't just leave a legacy. Live one.

What's Beyond Wealth?

Get Organized | Gain Clarity | Live Intentionally®

We serve values-driven families with meaningful wealth who want to live their legacy now - using their resources to create impact for their family and their community while they can experience it.

Read about Family Wealth Advising
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A group of people are hiking in the mountains and talking to each other.
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A cup of coffee , a notebook , a camera , and a laptop are on a table.
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Meet Our Team

We're not your typical advisors. We guide families to build a legacy beyond their wealth. The families we serve possess distinct core values and a unique desire to make an impact. We are a values-driven team who listens, cares, and finds fulfillment in helping families see beyond what they thought was possible.

Here are a few reasons we love what we do.

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    Seattle - I love helping spark multi-generational conversations around money and values. While it's great to have a plan on paper, it's the conversations as a family that really showcase the values and bring the plan to life.

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    Allison - There's nothing better than getting to write "permission slips" for families to live their big dreams. Their confidence grows so much when they know they have our support.

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    Andy - I love the moment when a family finds clarity and discovers what's truly possible. Often families don't know what kind of impact they can make, and helping them realize what's attainable is an amazing feeling.

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    Chris - When I get the privilege to witness a family's focus shift from wealth creation to building relationships and impacting others, it is truly amazing. That transition is where our families really start living their best lives.

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    Jessica - I've had a front row seat watching our team serve families in ways they never imagined. Not only does the family we serve get transformed, but our team does as well. It is fulfilling work to help others make an impact in the lives of their families and communities.


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Read more about our Culture

Let's Chat!

At JBW, we guide families to build a legacy beyond their wealth. We are committed to going BEYOND… beyond typical advice, beyond your financial wealth, and helping you see beyond what you thought was possible.


Want to find out if we'd be a good fit? We'd love to learn more about you and your family!

Start the Journey