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The Orrico Pietila Group

PHONE: 425-274-4200

TOLL-FREE: 877-274-4264

ADDRESS:  777 108th Avenue N.E., Suite 1600, Bellevue,  WA  98004

What We Offer

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw on when designing customized solutions based on our knowledge of your specific needs in these areas.

Wealth Management
  • Retirement and Education Planning
  • Tax Planning
  • Wealth Transfer
  • Charitable Giving
  • Estate Plan Review and Analysis
  • Life Insurance and Annuity Reviews
  • Income Tax Return Analysis
  • Trust Analysis
  • Employee Stock Option Programs (including 10(B)5-1 Sales Plans)
Relationship Management
  • Collaborate with Your Profession Team – Accountants, Attorneys, Etc.
  • Next Gen Programs
Portfolio Management
  • Comprehensive Advisory Solutions
  • Brokerage Services
  • Alternative Investments
  • Cash Management
  • Risk and Liability Management
  • Transparent Fees

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