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®, MBA
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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July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
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July 15, 2025
What Impact Could Oil Prices Have on Investors?
Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
Watch the video -
July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article