FRG Family Wealth Advisors

Jimmy Wu is a financial advisor with FRG Family Wealth Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Financial Resources Group since 2003. FRG Family Wealth Advisors serves individuals, high-net-worth households, pension and profit-sharing plans, charitable organizations, and corporate clients, typically with a $1,000,000 household minimum. The firm employs a combination of fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory to construct portfolios, utilizing both discretionary and non-discretionary management alongside options and margin strategies.

Benjamin Johnson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at FRG Family Wealth Advisors in Bellevue, WA. He has been with Financial Resources Group since 2006. FRG Family Wealth Advisors provides tailored portfolio management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory to construct portfolios, managing a significant portion of assets on a non-discretionary basis.

Douglas Mccallum is a financial advisor at FRG Family Wealth Advisors in Bellevue, WA, with 36 years of industry experience. He holds a Series 63 designation and has worked at CONOVER Securities Corporation, Financial Resources Group, and New York Life Insurance Company. Outside of advising, he serves as a broker of life and health insurance products with New York Life, overseeing staff specialists. FRG Family Wealth Advisors provides tailored portfolio management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis alongside modern portfolio theory to construct portfolios, managing a significant portion of assets on a non-discretionary basis.