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
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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August 04, 2026
Quarterly Perspectives: What the Markets Are Telling Us
Hear from our planning team as they share their perspective on today's markets—and what it could mean for your long-term financial strategy.
Watch the video -
August 04, 2026
Optimizing Equity Compensation: Stock Options, RSUs & Taxes
For tech professionals working at private companies or newly public companies, an IPO or other liquidity event can create significant financial opportunities—but it can also introduce complex decisions around taxes, equity compensation, investing, and wealth planning.
Watch the video -
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
Read the article