Financial Advisors in Seattle, WA
920 5th Ave
Suite 2720
Seattle, WA 98104
Focus Partners Wealth is your locally based investment advisor in Seattle, WA on 5th Ave - 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 in Seattle, WA on 5th Ave. 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 Brown
CFP®
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
Service & Operations Integration 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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August 25, 2026
Two-Minute Market Focus: The Commercial Real Estate Comeback
The office real estate sector continues to recover from a dramatic bear market in 2022 and 2023. In this week’s Two-Minute Market Focus, Todd Jones shares what insights we can take from this occurrence, as well as the third quarter 2026 performance and correction and recession indicators.
Listen to the podcast -
August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Watch the video -
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article