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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Tyler Bartlett
AEP®, AIF, AWMA®, ChFC®, CFP®
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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Michelle Lach
CFP®
Wealth Advisor
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Emily Hengstler
CFP®
Wealth Advisor
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Kat Hamel
CFP®
Senior Associate Wealth Advisor
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Annika Wiltbank
Associate Wealth Advisor
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Charlie Jones
CFP®
Associate Wealth Advisor
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Jared Espinoza
CFP®
Associate Wealth Advisor
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Scott Rothman
Client Service Manager
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Kelcey Daley
Client Service Lead
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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 Specialist
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Ali Kavianian
CFP®
Regional Vice President
Enjoy some of our latest resources
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May 11, 2026
LGBTQ+ Financial Planning: Key Challenges and Opportunities
Learn how LGBTQ+ financial planning addresses family-building expenses, same-sex marriage tax benefits, estate planning, and wealth strategy.
Read the article -
May 05, 2026
When a Plan Works
March’s sharp market drop and quick recovery underscored that diversification, staying invested, and following a sound plan can carry investors through uncertain periods.
Watch the video -
May 01, 2026
Quarterly Focus Perspectives Webinar: What’s Moving Markets Now
In a rapidly shifting market landscape, staying informed can be a strong advantage. This in-depth webinar explores the forces shaping portfolios in 2026.
Watch the video