Bellevue, WA 112th Avenue Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

2

Of 1,035 advisors across 255 offices

Location

3015 112th Avenue #210

Bellevue WA 98004

Advisors at this office

2

Advisors at this office

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Aimee H

Series 63, Series 65

Bellevue, WA

Focus Partners Wealth, LLC

Aimee Hansen is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Thomas M

CFP®

Bellevue, WA

Focus Partners Wealth, LLC

Thomas Martin is a CFP® professional with 22 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Dental Wealth Advisors, LLC. Outside of his advisory work, Martin is involved as a transitions advisor with DG Transitions and provides tax-related contracting services through DG Accounting Professionals, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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