Alden Capital Management

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Alden Capital Management

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What matters most to your family, matters most to ours. PKS and Concurrent Investment Advisors, LLC d/b/a Alden Capital Management are not affiliated companies.

As a family business, our team understands the impact that changing family dynamics and major
life events can have on your long-term vision. Our comprehensive approach to financial planning, in the context of our conservative investment philosophy, ensures that we’re considering all the needs of the individuals, families and small businesses we serve. We work with you to anticipate and prepare for life’s big moments so you can concentrate on what matters most each small step of the way – your loved ones.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Please visit our website www.AldenPlanning.com for important disclosures.
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10/16/2026

Get to Know Us!

Meet Emy!

Emy is our Client Relationship Manager and joined the Alden Capital Management team in 2025!

Emy graduated from Western Culinary School in Portland, Oregon, where she met her husband, Justin. After graduating, Emy and her husband, Justin, moved to Napa, where she began her career in the restaurant industry before transitioning into the w**e industry. She later became a stay-at-home mom to their three children, Jay, 22, Wyatt, 18, and Myles, 15. Before joining Alden Capital Management, Emy served as the Event and Culinary Manager at Alexandria Nicole Cellars

When she’s not at work, Emy enjoys running, gardening, and spending time with her family.

We asked Emy: If you could have one superpower, what would it be and why?

SPEED! Emy says, “I feel like there’s never enough time to get everything done that I need to do, do the things I want to do, or spend time with the people I love!”

We’re so happy to have Emy on the Alden Capital Management team!

10/14/2026

Market minute with Mitch, your weekly check in for timely updates and practical insights from the world of wealth management.

10/12/2026

Too Many Women Leave Themselves Out of Their Own Retirement Plan: Here's How We Fix That!

https://www.kiplinger.com/retirement/retirement-planning/retirement-planning-strategies-for-women

10/09/2026

Get to Know Us!

Meet Carol!

Carol is our Operations Manager and has been an invaluable part of Alden Capital Management since 2000! She’s the encyclopedia of the office, and we’d be lost without her.

Carol graduated from UCLA with a degree in English Literature and a minor in Business Administration. Go Bruins! After college, she had some great adventures visiting her brother in Paris and her sister in Mexico.

Carol lives in the Seattle area with her husband, Bill, and their 17-year-old son, Brendan. When she’s not keeping everything running smoothly at the office, you can often find her cheering on the Mariners and Seahawks with her family!

I asked Carol, “If you could have any superpower, what would it be and why?”

Her answer? The ability to fly! Carol dreams of soaring high in the sky. She thinks there’s something incredibly peaceful about being up above it all, and the savings on airfare would be a pretty nice bonus, too!

We’re so lucky to have Carol on our team. Thanks for everything you do, Carol!

10/06/2026

Productivity always seems to pick up when Betty is here to “supervise.” 👀📋

Sometimes the best system is simple: clear priorities, fewer distractions, and a steady presence to keep you on track.

What’s your go-to way to stay focused?

10/05/2026

https://www.kiplinger.com/taxes/tax-planning/roth-conversion-lower-lifetime-taxes
Wondering how you can potentially reduce your tax liability for years to come?

Now is a great time to reach out to Alden Capital Management and learn how proactive tax planning may help you keep more of what you’ve worked hard to earn.

Let’s explore strategies designed to help you pursue greater tax efficiency and build a more confident financial future.

📞 425-451-8508
🌐 aldenplanning.com

Contact us to learn more and see what strategies may be appropriate for your individual situation.

10/02/2026

Get to Know Us!

Meet Laura, the other owner of Alden Capital Management! Laura has been part of the firm since 2011 and brings a unique background and perspective to our team.

Laura graduated from Miami University in 2004 with a degree in Anthropology. She then earned her Master’s degree in Environmental Sciences in 2007. In between undergraduate and graduate school, Laura spent a year serving with AmeriCorps. After graduate school, she worked for an environmental consulting company in Chicago for two years before making her way back home to the Seattle area.

Today, Laura lives in West Seattle with her amazing husband, Landry, and their two sons, Elliott (9) and Wesley (6). When she’s not working, the family stays busy with soccer and baseball, and Laura loves traveling and spending time with friends and family.

We asked Laura what superpower she would choose if she could have any one, and she didn’t hesitate: flying! With how busy life can be, she said it would be amazing to be able to get places so quickly!

We’re so lucky to have Laura as part of the Alden Capital Management team.

Stay tuned as we continue introducing you to the people who make up the Alden Capital Management team!

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/30/2026

Market minute with Mitch, your weekly check in for timely updates and practical insights from the world of wealth management.

Address

310 120th Avenue NE, Ste 200
Bellevue, WA
98005

Website

http://aldenplanning.com/

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