Excellentia Capital - Northwestern Mutual Private Client Group

Excellentia Capital - Northwestern Mutual Private Client Group Excellentia Capital helps families grow, protect, and pass on wealth—guided by trust and excellence.

Today we celebrated Mario!Our Partner and Wealth Management Advisor, Mario, is the motivator behind our team—always supp...
06/22/2026

Today we celebrated Mario!
Our Partner and Wealth Management Advisor, Mario, is the motivator behind our team—always supporting, encouraging, and pushing us toward excellence. We’re grateful for his leadership, dedication, and positive impact every day.

We rounded out the celebration today with a delicious banana cream cake from Brandi's Bakes here in the Tri-Cities. YUM!

Please join us in wishing Mario a very Happy Birthday and a wonderful year ahead!

Happy Father’s Day to all the dads and father figures everywhere. We’re proud to recognize our partners at Excellentia C...
06/21/2026

Happy Father’s Day to all the dads and father figures everywhere.
We’re proud to recognize our partners at Excellentia Capital — Mark, Doug, and Mario — whose dedication to their families inspires the way they lead. A loving father is one of life’s greatest blessings. Thank you for everything you do.

As our firm continues to grow, so does our commitment to excellence.Our advisors—Brandon, Mark, Mario, Doug, and Josh—al...
06/18/2026

As our firm continues to grow, so does our commitment to excellence.
Our advisors—Brandon, Mark, Mario, Doug, and Josh—along with our team of 17 dedicated professionals, are here to support you every step of the way.
We’re grateful to be part of your journey. Schedule a review—or refer a friend who could benefit from the same trusted guidance.
https://www.excellentia-capital.com/schedule-a-meeting

Happy Birthday, Devon!You may be new to the team, but your excellence and dedication to our clients are already shining ...
06/16/2026

Happy Birthday, Devon!
You may be new to the team, but your excellence and dedication to our clients are already shining through. For you, the extra mile isn’t far enough—and we love that!

So glad you’re here—enjoy your special day!

Honored to recognize Brandon Melnick for an incredible year. Brandon continues to raise the standard of excellence throu...
06/11/2026

Honored to recognize Brandon Melnick for an incredible year.

Brandon continues to raise the standard of excellence through hard work, professionalism, and a genuine commitment to helping families and businesses plan for the future.

If you know someone looking for a trusted advisor who truly cares about serving clients the right way, Brandon is currently taking new clients and would be a great resource to connect with. https://www.excellentia-capital.com/schedule-a-meeting

Congratulations again on an outstanding year, excited for what’s ahead.

Double Congratulations are in order! Please join us in celebrating Annica on a remarkable double milestone!🎉Since joinin...
06/10/2026

Double Congratulations are in order! Please join us in celebrating Annica on a remarkable double milestone!🎉

Since joining our team in December, Annica has been an inspiration. Whether she's gracefully carrying out her duties or adding sunshine to our office, she has consistently lived out our core values – Commitment to Excellence, Team First, Tenacious Achiever, and Humbly Confident.

Her hard work has paid off, and we’re thrilled to honor her two major achievements:

First Congratulations: After countless hours of studying, Annica passed her SIE exam!

Second Congratulations: Because of her drive and impact, Annica has been promoted to Planning Assistant!

We can’t wait to watch you thrive in this next chapter of your career. ☀️

We loved delivering a little sweetness to our CPA partners in the Spokane area! Thank you for taking such excellent care...
06/09/2026

We loved delivering a little sweetness to our CPA partners in the Spokane area!
Thank you for taking such excellent care of our clients! Your dedication and expertise make all the difference. We’re grateful for your partnership!

Address

12939 E Pinecroft Way, Suite 200
Spokane Valley, WA
99216

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15094599121

Website

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