Advisors at this firm
Joseph L
CFA®, Series 63
Bellevue, WA
Basecamp Wealth Advisors, LLC
Joseph Levesque is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Basecamp Wealth Advisors, LLC. His prior roles include positions at Mercer Global Advisors, The Clarius Group, Laird Norton Wealth Management, and Filament LLC. He is a board member of the Seattle Alternative Investment Association. Basecamp Wealth Advisors focuses on serving high-net-worth individuals, families, trusts, and related entities, providing integrated wealth management, investment management, financial planning, and family-office style coordination. The firm employs a long-term, tax-aware investment approach with a core-satellite framework and selective active strategies, emphasizing bespoke services for a selective client base.
Teresa L
Series 65
Bellevue, WA
Basecamp Wealth Advisors, LLC
Teresa Lamar is a Series 65 licensed advisor with 23 years of industry experience. She joined Basecamp Wealth Advisors, LLC in 2025 after previously working at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors serves high-net-worth individuals, families, trusts, donor-advised funds, and business clients with integrated wealth management, investment management, financial planning, and family-office services. The firm employs a long-term, risk-aware investment approach combining passive core exposures with selective active strategies and tax-aware implementation, managing approximately $1.08 billion with a concentrated client roster and a high-touch service model.
Brian J
Series 65
Bellevue, WA
Basecamp Wealth Advisors, LLC
Brian Johnson is a financial advisor at Basecamp Wealth Advisors, LLC in Bellevue, WA, with 19 years of industry experience. He holds a Series 65 designation and previously worked at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors primarily serves high-net-worth individuals, families, trusts, donor-advised funds, and certain business clients, offering integrated wealth management and family-office style coordination. The firm emphasizes long-term, tax-aware investment strategies with a selective client base and a focus on bespoke services.
Lin G
CFA®
Bellevue, WA
Basecamp Wealth Advisors, LLC
Lin Gong is a CFA® charterholder with 18 years of industry experience. He has worked at Basecamp Wealth Advisors, LLC since 2025 and previously held roles at LNW Wealth Management, LLC and Filament, LLC. Basecamp Wealth Advisors primarily serves high-net-worth individuals, families, and related entities, offering integrated wealth management, investment management, financial planning, and family-office style coordination. The firm’s investment approach focuses on long-term, tax-aware outcomes using a core-satellite framework and selective active strategies.