Threshold Group
Threshold Group is a family-owned wealth management firm that serves high net worth families, individuals, and foundations in over 26 states from offices in Gig Harbor, WA, Seattle, Philadelphia, and San Francisco. Ranked among 2015’s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM), Threshold Group provides investment management, family office administration, family meeting facilitation, and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values.