HighTower Bellevue

Specialties

Triad offers a variety of wealth management and financial services.

Our vision is to help our clients have a better understanding of their wealth by creating a plan of action that is in alignment with their goals and objectives.

Included in our services are personal financial planning, portfolio management, family wealth stewardship and fiduciary services. Our self-​discovery process reveals your personal risk tolerance, planning time horizons, and goals. With these determined, we build a portfolio around today’s economics.

We are located in the Symetra building in downtown Bellevue.

Meet the Business Owner

Larry K.

Business Owner

Larry is a co-​founder of, and partner in, Triad Wealth Stewardship. He is a certified wealth counselor and investment advisor representative.

After experience as an accountant with Coopers and Lybrand, his independent spirit led him to start his own financial planning firm, Financial Security Group. After 14 years of success, Financial Security Group merged with a national CPA firm, Moss Adams.

Larry’s focus grew to the deeper needs of the affluent clients that he served and he became a certified wealth counselor. His background as a business owner and as a child of a third generation legacy family qualified him to help create solutions to give families a different outcome for their wealth.

To further pursue this passion, he left Moss Adams and started Triad Wealth Stewardship with his partner, Dan Stober. His goal was to provide services not only for traditional financial planning and portfolio management, but also family wealth stewardship.