Cornerstone Advisors, Inc. (Bellevue, WA)

Pathstone is a Bellevue, Washington-based wealth advisory firm specializing in family offices and institutions. We partner with families and organizations to help them realize their preferred life, offering strategic financial planning, investment management, and legacy planning services. Our approach centers on deep empathy and a commitment to acting as a fiduciary, guiding clients through pivotal moments and generations. We draw on the experience of working with hundreds of complex families, providing perspective and clarity to help them shape their financial futures and make a lasting impact. We offer a comprehensive suite of capabilities, including investment strategy, tax planning, and estate administration, all integrated to support our clients’ unique needs. With 775+ dedicated team members, Pathstone provides a trusted resource for navigating the complexities of wealth and legacy.

We understand that wealth can open up possibilities, but it can also complicate a life. Our role is to help families use their time with intention, clarity, and confidence, aligning their financial decisions with their deepest values and aspirations.

At Pathstone, we’re seeking to redefine what it means to be a modern advisor. We’re committed to serving our clients with empathy, foresight, and resourcefulness, always striving to be a steady presence through both moments of celebration and challenge. We help families invest to attain their preferred life, manage their taxes to fuel it, and plan for their family and legacy to secure it.