Company

Basecamp Wealth Advisors

Financial Services Bellevue, Washington, United States 6 employees

Employees: 6
Contacts: 2
Emails: 2

www.basecampwealthadvisors.com LinkedIn

Basecamp Wealth Advisors Overview

Headquarters: Bellevue, Washington, United States
Website: www.basecampwealthadvisors.com
Industry: Financial Services
Employees: 6
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Bellevue

About Basecamp Wealth Advisors

Basecamp Wealth Advisors is a boutique investment and wealth advisory firm serving ultra-high-net-worth families. We provide integrated wealth management, financial planning, and family office services, helping clients simplify and streamline their financial lives. Our services include investment management and reporting, tax coordination, multi-generational wealth and legacy planning, estate planning, cash flow management, retirement planning, insurance analysis, charitable giving strategies, and financial education for family members.

Basecamp Wealth Advisors Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

Basecamp Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brian Johnson	Partner	Seattle, Washington, United States	Email
Jay Levesque, Cfa	Partner and Chief Investment Officer at Basecamp Wealth Advisors - a Boutique Investment and Wealth Advisory Firm	Boise Metropolitan Area, United States	Email
Aaron Hintze	Operations Associate in Fintech - Skilled in Process Optimization & Project Management - Seeking New Opportunities	Greater Tampa Bay Area, United States	View