Berntson Porter Wealth Management

Robert Berntson and Matt Porter, who co-founded the firm, lead investment advisory decisions. They personally oversee client portfolios and work with a team of advisors and analysts (per public record).

Berntson Porter operates as a registered investment advisor (RIA) and multi-family office. It serves multiple wealthy families rather than a single clan, making it a multi-family office rather than a single-family office.

The firm builds customized portfolios using equities, fixed income, and alternatives such as private equity and real estate. It primarily uses external fund managers for alternative assets rather than direct investments (per public record).

Publicly available information does not specify whether Berntson Porter manages philanthropic structures. The firm focuses on financial planning and investment advisory for individuals and families, and it may assist with donor-advised funds or foundations on an ad hoc basis.

Berntson Porter does not publicly disclose the wealth origin of its clients. As a multi-family office, it serves families from various industries, including technology and professional services in the Seattle area.

The firm appears to rely primarily on fund-based exposure through third-party managers for alternative assets such as private equity and real estate. There is no public evidence of Berntson Porter facilitating direct co-investments for clients.

Berntson Porter operates from Bellevue, Washington, and serves clients primarily in the Pacific Northwest region, including Washington state. It does not publicly list offices outside this area.