Private Wealth Management in Bellevue, WA

About our office

The Bellevue team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, doctors and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Brent Ericksen

Private Wealth Advisor 425-436-3313

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Nicolette Hooper

Private Wealth Advisor

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Tiffany Koenig

Private Wealth Advisor 425-637-2432

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Kartik Ram

Private Wealth Advisor

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Chad Wall

Private Wealth Advisor Managing Director 206-344-5458

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Beverly Tandy

Private Wealth Advisor 425-201-0729

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Our leadership

“"Hard working teams transform lives."”

Catherine Irby Arnold, Market Leader, Washington

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 14,000 in volunteer hours. Our team is actively involved in providing support through the Seattle Public Library Foundation, 5th Avenue Theatre, Alliance of Angels, Greater Tacoma Community Foundation and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Investment and insurance products and services including annuities are:

Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
U.S. Bank, U.S. Bancorp Investments, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For U.S. Bank:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.