Consilio Wealth Advisors Employee Directory

Financial ServicesWashington, United States2-10 Employees

Consilio Wealth Advisors is a small, SEC-registered investment advisory firm based in Bellevue, Washington, that provides investment advisory and financial planning services to clients across the United States. The firm emphasizes helping clients in two key life phases—while accumulating wealth in the technology sector and during retirement as they achieve financial independence—by guiding proactive, clarity-driven decision making. Its approach centers on thoughtful planning and deliberate actions, guided by the Latin meaning of its name, with the goal of fostering confidence in financial decisions. In addition to its advisory services, Consilio recently announced the addition of an investment strategist to strengthen its investment advisory capabilities. The company operates within the financial services industry, offering personalized guidance to individuals seeking structured planning and informed management of their financial affairs.

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