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


-
Your Seattle Team
-
Chris Waclawik
CFP®, AFC®
Senior Wealth Advisor
-
Geoff Curran
CFP®, CPA, ABV®, CFA®, MBA
Senior Wealth Advisor
-
Paige Lee
CFA®, CFP®, CSRIC™
Senior Wealth Advisor
-
Paresh Kamdar
CFP®
Senior Wealth Advisor
-
Scott Christensen
CFP®, EA
Wealth Advisor
-
Sierra Butler
CFP®, CSRIC™
Wealth Advisor
-
Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
Senior Wealth Advisor
-
Annika Wiltbank
Associate Advisor
-
Charlie Jones
Associate Advisor
-
Emily Hengstler
CFP®
Senior Associate Advisor
-
Kat Hamel
CFP®
Senior Associate Advisor
-
Lily Gillman
Associate Advisor
-
Jany Lee
Senior Client Service Associate
-
Joe Baisch
Senior Client Service Associate
-
Nick Sullivan
Senior Client Service Associate
-
Reyna Marks
Client Service Associate
-
Scott Rothman
Manager of Client Services
-
Kelcey Daley
Lead Client Service Associate
Enjoy some of our latest resources
-
March 25, 2025
Key Considerations Before Investing in Alternatives
As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio.
Watch the video -
March 18, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.
Listen to the podcast -
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
Watch the video