Seattle - 5th Ave
Discover personalized wealth management with Focus Partners Wealth, your Seattle financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Seattle - 5th Ave
920 5th Ave
Suite 2720
Seattle, WA 98104
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. You can find us in the heart of downtown Seattle, your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Seattle Team
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Jeremy Burger
CFA®, CFP®
Division President
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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 Wealth Advisor
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Emily Hengstler
CFP®
Senior Associate Wealth Advisor
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Kat Hamel
CFP®
Senior Associate Wealth Advisor
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Jany Lee
Client Service Specialist
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Joe Baisch
Client Service Specialist
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Nick Sullivan
Client Service Specialist
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Reyna Marks
Client Service Associate
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Scott Rothman
Client Service Manager
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Kelcey Daley
Client Service Lead
Enjoy some of our latest resources
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November 10, 2025
Save More on Taxes: Planning Strategies to Review Before Year-End
Tax planning shouldn’t be a task to push off until April. Many of the most effective tax strategies need to be implemented before the year-end deadline. Discover key tax planning steps you can take now to stay ahead and keep more of your income.
Read the article -
November 04, 2025
Quarterly Perspectives: Wrapping Up Investment Trends in 2025
Watch the replay of our Quarterly Perspectives webinar featuring our senior investment strategists who unpacked the latest market trends. They covered what the latest investment headlines and performance trends could mean for your portfolio in the last stretch of 2025.
Watch the video -
November 04, 2025
How Technology Is Shaping Investor Behavior
Investor behavior has shifted dramatically over the last 10–20 years—and it’s reshaping how markets work and investors’ returns. In this video, Focus Partners’ Kevin Grogan explores what’s driving these changes, the role technology plays, and how investors can stay disciplined and make smarter decisions in today’s fast-paced environment.
Watch the video