American Family Insurance - Julia Meek

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

The Private Advisory Group, based in Redmond, WA, offers comprehensive wealth management and family office services tailored to high-impact individuals and families. With over $1.3 billion in assets under management and a dedicated team of 20 professionals, they focus on optimizing wealth and providing integrated support for clients at all stages of their financial journey. Specializing in founder support, liquidity preparation, and legacy building, The Private Advisory Group brings together investment advisors, accountants, and attorneys to create a cohesive strategy for its clients. Their client-centered approach ensures that each family's unique needs are addressed through personalized service and strategic planning. Generated from the website