Bertram Solutions is a Seattle-based team of determined professionals, providing financial planning, wealth management, and investment advice. We take pride in being data-driven, fee-only, fiduciary, and independent.
| Website | https://www.bertram.solutions |
| Employees | 2 (2 on RocketReach) |
| Founded | 2018 |
| Address | 1525 4th Street, Kirkland, Washington 98034, US |
| Phone | +1 425-616-2755 |
| Technologies | |
| Industry | Financial Services |
| Keywords | Financial Planning, Fee Only Fiduciary, Wealth Management, Investment Advice, Financial Advisor, Investment Planning, Retirement Planning, Portfolio Management, Independent Financial Advice, Wealth Building Strategies, Estate Planning, Long Term Financial Planning, Financial Consulting, Tax Efficient Investing, Investment Strategies, Risk Management, Retirement Solutions, Investment Management Services, Financial Security |
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Bertram Solutions LLC Questions
Felix Bertram is the CEO, Investment Adviser Representative of Bertram Solutions LLC.
2 people are employed at Bertram Solutions LLC.
Bertram Solutions LLC is based in Kirkland, Washington.
Top Bertram Solutions LLC Employees
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Birgit Bertram
Financial Planner at Bertram Solutions LLC
Kirkland, WA, US21
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