Seattle - 5th Ave.
Proudly Serving Seattle
Seattle - 5th Ave.
920 5th Ave
Suite 2720
Seattle, WA 98104


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Your Seattle Team
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Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
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Geoff Curran
CFP®, CPA, ABV®, CFA®
Senior Wealth Advisor
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Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
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Paresh Kamdar
CFP®
Senior Wealth Advisor
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Scott Christensen
CFP®, EA
Wealth Advisor
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Sierra Butler
CFP®, CSRIC™
Wealth Advisor
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Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
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Annika Wiltbank
Associate Advisor
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Charlie Jones
Associate Advisor
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Emily Hengstler
CFP®
Senior Associate Advisor
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Kat Hamel
CFP®
Senior Associate Advisor
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Lily Gillman
Associate Advisor
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Jany Lee
Senior Client Service Associate
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Joe Baisch
Senior Client Service Associate
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Nick Sullivan
Senior Client Service Associate
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Reyna Marks
Client Service Associate
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Scott Rothman
Manager of Client Services
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Kelcey Daley
Lead Client Service Associate
Enjoy some of our latest resources
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February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
Read the article -
February 12, 2025
How Could Tariff Policies Affect the Economy?
With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?
Watch the video -
February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article