Firm Overview

About Us

Pioneer Wealth Partners (“PWP”) was founded on the principles that each client should receive customized advice and an unmatched level of personal service and confidentiality. PWP does not provide services directly. Rather it serves as a holding company. Family office services are delivered through Pioneer Square Advisors, LLC (“PSA”) its wholly owned family office services provider. Estate planning services are delivered through an affiliate, Pioneer Wealth Solutions (“PWS”).

PSA emphasizes providing creative and results-driven services that go beyond what many have come to expect from traditional family office advisors. PSA is dedicated to creating solutions that integrate client financial, tax, and lifestyle goals. PSA has a national client base and is served by a robust team of employees located in offices in Seattle and New York.

With an average tenure of over ten years, PSA’s long-standing clients are dynamic families who are faced with the challenge of managing complex financial situations that include multiple generations, stakeholders and advisors. PSA’s goal is to work in tandem with each client’s team of existing advisors to simplify the planning process in light of the client’s objectives.

Clients are diverse in their backgrounds and objectives. They include:

Multi-Generational Families

Faced with the complexity that arises from multiple generations and estate planning vehicles, these dynamic families leverage PSA’s consolidated and customizable financial reporting solutions, tax and other advisory services.

 

Business Owners

Whether prior to or following disposition of family business interests, PSA is a trusted advisor with the ability to integrate personal financial considerations with the broader concerns of a business owner.

High Net Worth Families

With assets ranging from $100 million to over a billion, PSA’s clients share a long-term vision to manage and protect their assets for current and future generations.

 

Existing Family Offices

Clients with established family offices seek PSA’s advice in specific areas that complement their internal capabilities. These areas often include tax advisory, reporting, estate planning advice and wealth transfer administration.



All family office services and investment advisory services are delivered by Pioneer Square Advisors, LLC an investment adviser registered under the Securities Act of Washington.