Alden Capital Management

Life’s big moments are sweeter with a solid financial plan


Alden Capital Management

As a family business, we understand the impact that changing family dynamics and major life events can have on your long-term vision.

Our comprehensive approach to financial planning, in the context of our conservative investment philosophy, ensures that we’re considering all the needs of the individuals, families and small businesses we serve.

We work with you to anticipate and prepare for life’s big moments so you can concentrate on what matters most each small step of the way – your loved ones.

Individuals and families

As you go through life, we can help address the many financial matters you may face while balancing today’s needs with the goals of tomorrow. There may be college educations to be funded and insurance plans to be made for protecting you and your family. Whatever the need, our family is here as yours grows and evolves into future generations.

Family wealth can sometimes be concentrated in a single stock received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can potentially help you keep more of what you’ve earned.

Some of our clients are also interested in leaving a legacy for their children, grandchildren and/or community organizations they support. We have strategies designed to not only provide for those you care about, but also potentially generate personal tax benefits.

Serving as your family’s financial advisors for life, we stand ready to handle all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important to you.

Pre-retirees and retirees

We understand that preserving your wealth, creating sustainable income throughout retirement and maintaining your lifestyle are most likely your priorities. Our team can help you with wealth management needs: income projections, distribution planning, and estate and legacy planning, in addition to life insurance and long-term care insurance.

For a more robust idea of all the ways we can help you prepare for and live in retirement, we invite you to:

Learn more

Small business owners

As a small business owner, you know all about hard work and commitment. You’ve overcome challenges and achieved milestones along the way. It’s only natural you want someone with that same understanding when it comes to getting the financial advice and solutions necessary to take your business to the next level.

That’s where we can help. As independent financial advisors and a family business ourselves, we understand the unique challenges business owners often face. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including:

  • Retirement plans
  • Asset preservation
  • Cash management
  • Employee retention
  • Insurance
  • Financing
  • Retirement and succession planning

Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit of a loss. Diversification does not guarantee a profit or protect against a loss. Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.

 
Alden Capital Management

“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry

310 120th Avenue NE, Suite 200
Bellevue, WA 98005
Map and Directions

P 425.451.8508
TF 800.289.2533
F 877.714.5332

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Alden Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.