Dylan Simons

Dylan is a Wealth Advisor in the Beacon Pointe Bellevue, Washington office, bringing over a decade of experience managing complex financial transitions for high-net-worth families. His approach to wealth management is rooted in his unique background in the construction industry. Just as he once built custom homes to provide families with protection and comfort, Dylan now builds financial ‘homes’—comprehensive, goal-based plans designed to protect his clients’ futures so they can focus on enjoying their lives today.

Throughout his career, Dylan has guided families through the complexities of their financial lives. He specializes in designing and executing tax-efficient planning strategies that bridge the gap between a client’s current reality and their ultimate objectives. Operating on the principle that financial success is the result of intentional design rather than chance, Dylan provides the steadfast guidance necessary to help clients confidently reach retirement, achieve their generational goals, and enjoy their wealth along the journey.

When he is not in the office, Dylan is usually in his woodshop building custom furniture or canoes, or in the kitchen, drawing on his experience founding a successful restaurant. He is also highly active outdoors, frequently found skiing in the mountains, tending to his garden, or hiking with his dog, Rocko.