Brian Betz's Contact Details

Brian Betz's Company Details

Percension Wealth Advisors

Seattle, WA, US • 5 - 9 Employees
Financial Services

How recently have you changed jobs? When you left, what did you do with your 401k? If you are changing jobs or nearing retirement, consider the benefits of rolling over your 401k to a more personalized IRA. Our firm helps clients navigate this process. We manage IRAs and other investment accounts for clients, while providing lifelong financial planning expertise. Percension Wealth Advisors, LLC is a Registered Investment Advisor firm. We provide: --> Peace of mind: Around your long-term savings and investments as you approach retirement, and beyond --> Expertise: The CERTIFIED FINANCIAL PLANNER™ professional credential reflects having met rigorous, industry certification standards --> Responsiveness: To proactively make changes to your investment strategy when necessary to manage risk --> Honesty: Our fiduciary duty involves looking out for your best interests, ensuring we provide the most suitable investment recommendations aimed to meet your goals For more information, please visit: www.percension.com