Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Bellevue

Megan Caszatt

Director, Advisory Leadership Team

10900 NE 8th St, Suite 780
Bellevue, WA 98004

Megan Caszatt

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Megan Caszatt

About Megan

Megan joined Focus Partners Wealth at the end of 2022 and brought the wisdom that comes with 17 years in the financial services industry. She loves being part of a team that embraces the tremendous responsibility of managing our clients’ financial lives.

She states, “Not only does our team embrace that responsibility, but we are also passionate about seeing our clients achieve their goals and work tirelessly to help them do so.

Megan has three big passions: cooking, travel, and soccer. She spent her early twenties traveling the world learning to cook various cuisines which is when her passion for soccer started. Megan is also very involved with the LGTBQ+ community and enjoys volunteering for organizations that support children in the foster care system.

She and her partner of 14 years, Melissa, have a very active Doberman named Finn, who enjoys the outdoors as much as they do. They love living in the PNW for all the outdoor adventure, culture, and of course, soccer. Go Reign and Sounders!

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