Bertram Solutions

Whether your financial goals are centered around necessities, milestones, or lifelong dreams: knowing what you want is only the first step. Above all, you need to see a clear path to turning your goals into reality. Our investment advisors help you plan for the future and reach your goals. Our small and dedicated team serves Kirkland and adjacent areas, including Redmond, Bellevue, Bothell, and Woodinville.

Financial planning