Waverly Advisors
Partner, Wealth Advisor

Harve Menkens

Harve Menkens joined Waverly Advisors in September 2025 as Partner and Wealth Advisor following the acquisition of Pacific Portfolio Consulting, LLC, bringing more than 25 years of experience serving the Seattle/Bellevue market. He has built a distinguished career acting in a fiduciary capacity, providing financial consulting and advisory services to corporate entities, and delivering comprehensive wealth management solutions to business owners, executives, high-net-worth individuals, and their families.

Harve is known for his collaborative approach, working closely with both corporate and individual clients to coordinate and implement integrated financial planning strategies alongside their accountants and attorneys. His knowledge spans financial planning, mergers and acquisitions, capital raising, and business development, all grounded in a deep commitment to client service.

At Waverly Advisors, Harve leads initiatives focused on client service excellence, team leadership, and strategic growth. He partners with clients to manage their wealth responsibly, grow it tax-efficiently, and preserve it for future generations, ensuring it supports the lifestyle they envision. As a dedicated steward of his clientsโ€™ financial well-being, Harve conducts regular reviews to monitor progress and adjust strategies in response to life and business changes.

Harve graduated Summa Cum Laude from Washington State University with degrees in Economics and Mathematics and earned his masterโ€™s degree from Northwestern University in Evanston, Illinois. He grew up in Tacoma, Washington and currently resides in Kirkland, WA with his family.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.