Adele Brady Bolson CPA Ps

Adele Brady Bolson CPA PS is a combined accounting and investment advisory firm based in Bellevue, Washington. Originally established as a CPA firm in 1979, the business added investment advising to its services and is owned and operated by Amanda Chang. The firm provides personal financial planning covering tax strategies, investment planning, estate planning, debt management, risk management, record keeping, and spending control. Alongside these advisory offerings, Adele Brady Bolson CPA PS operates as a certified public accounting practice, dedicating a substantial portion of its time to tax return preparation, accounting systems consulting, financial statement reporting, and trust and estate administration. Investment strategies focus on diversification, favoring direct investments in individual company stocks and fixed income securities, alongside actively managed mutual funds, while generally avoiding variable annuities, options, commodities, and derivatives.