One relationship.
Every dimension of your financial life.
Most wealth management firms manage what's in the portfolio. PAM manages the full picture — investments, real estate, business interests, estate and tax planning, and the complicated intersections between them. For clients whose financial life has grown beyond a standard advisory relationship, this is the difference that matters.
Services
Wealth Strategy
The foundation of everything we do. We build investment and financial plans designed around your life — not a model portfolio. Disciplined, research-backed, and fully coordinated with your tax, estate, and real estate situation. Through Schwab, you have access to the full spectrum of investment vehicles, including concentrated stock programs and IPO access.
Business Transition Advisory
Selling a business is the most complex financial event most owners will ever navigate. PAM has been through it — including transactions with distressed financials, family complications, and difficult dynamics. We coordinate your legal, tax, and financial advisors from the decision to sell through post-transaction wealth strategy.
Real Estate Advisory
Mike Thayer brings three decades of hands-on real estate development and investment experience to every client relationship where real estate is a factor. From acquisition due diligence to sale strategy to integration with your estate plan, PAM provides real estate advisory that most wealth management firms simply cannot.
Estate & Legacy Planning
Estate planning is not just about documents — it's about families. PAM helps clients navigate the human dimensions of estate planning: family dynamics, generational transfer, business succession, and WA estate tax exposure. We coordinate with your estate attorney and CPA to ensure your full financial picture is aligned.
WA Tax & Domicile Strategy
Washington's estate and capital gains tax environment is prompting many high-net-worth families to reconsider where they live. PAM provides an honest, comprehensive analysis — including the real cost and logistics of a domicile change. For clients considering Arizona, PAM already serves a meaningful community in Phoenix and Scottsdale.
International Clients
PAM has deep relationships with high-net-worth individuals and families from Indonesia and Southeast Asia building a financial presence in the United States. We understand that for international clients, trust and personal connection come first. We provide U.S.-based wealth management grounded in a genuine, long-term relationship.
When your situation requires a specialist, we don't refer you and step back.
We bring the specialist into the process, coordinate their work alongside ours, and remain your single point of accountability throughout. Over 30 years, PAM has built a network of trusted professionals that includes estate attorneys, CPAs, business valuation experts, turnaround advisors, real estate attorneys, and family dynamics specialists. These are active relationships — not a contact list.
This is the difference between an advisor who manages a portfolio and one who manages a relationship.
Institutional tools. Personal service.
PAM clients have access to full institutional infrastructure through Charles Schwab — custody, banking, private banking, and fraud protection — alongside research from CFRA, Argus, J.P. Morgan, BlackRock, YCharts, and Morningstar. Operations are managed through Advyzon, providing clients real-time visibility into their complete financial picture.