Seattle, WA Office

Team
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Focus Partners Wealth, LLC

Enterprise

Firm-wide stats for Focus Partners Wealth, LLC

Total advisors

1,042

Across 256 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients (including ERISA retirement plans) with a range of wealth management and advisory services. Its offerings include discretionary and non‑discretionary investment management, financial and tax planning, family office and business management services, employee benefit/retirement plan consulting, and access to private and registered pooled vehicles.

The firm’s investment approach emphasizes long‑term, tax- and fee-sensitive portfolio construction under an “enhanced open architecture” framework that blends active and passive strategies, third‑party separate account managers, and private funds. Portfolio teams use fundamental and quantitative analysis, stress-tested capital market assumptions, and tools such as trend‑following (TrendWise) and options overlay strategies (OIO/IIO); they also integrate “held‑away” accounts and legacy strategies inherited through multiple mergers.

Compared with many large advisory firms, Focus Partners discloses several atypical relationships: it offers or facilitates non‑advisory financial products and lending/cash-management solutions through third-party platforms (UPTIQ, Flourish) and an affiliated insurance intermediary (Focus Risk Solutions), and it manages or gives clients access to affiliated private funds and real‑estate-related vehicles (including investments tied to life‑science real estate and affiliated managers). The firm also continues to operate and market legacy strategies and registered vehicles from acquired advisers (for example, Kovitz and Churchill strategies and EQTY/VALAX), and its personnel include attorneys and other professionals who maintain separate legal or accounting practices, matters the firm discloses and routes through distinct engagement terms.

Based on Focus Partners Wealth, LLC

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Based on Focus Partners Wealth, LLC

Occupation focus

Dentist Founder/Business Owner Executive Retired

Based on Focus Partners Wealth, LLC

Demographic focus

Established Professionals Approaching retirement Values-based investing

Based on Focus Partners Wealth, LLC

Location

920 5th Avenue, Suite 2720

Seattle WA 98104

Advisors at this office

15

Advisors at this office

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Reyna M

Series 65

Seattle, WA

Focus Partners Wealth, LLC

Reyna Marks is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, she worked at Merriman Wealth Management and UsI Insurance Services. Outside of her financial advisory roles, her earlier career includes positions at UW Medical Center and University of Washington Residential Life. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with access to private funds and third-party managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Christopher W

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Christopher Waclawik is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Merriman Wealth Management, LLC for 11 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Paresh K

CFP®, Series 63, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Paresh Kamdar is a CFP® with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman for 18 years and Charles Schwab for 5 years. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Sierra B

CFP®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Sierra Butler is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Merriman Wealth Management and Dimensional Fund Advisors. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jennifer L

CFP®, CFA®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Jennifer Lee is a CFP® and CFA® charterholder with nine years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025, following six years at Merriman Wealth Management, LLC, and prior roles at Avier Wealth Advisors and Edward Jones. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with comprehensive wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Scott C

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Scott Christensen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to this, he worked at Merriman Wealth Management, LLC for seven years and has held roles in tax preparation and environmental services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Emily H

CFP®, Series 63, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Emily Hengstler is a CFP® with six years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Merriman Wealth Management and Coldstream Wealth Management. Outside of her advisory role, she works part-time as a pet care provider. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and quantitative analysis within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Geoffrey C

CFP®, CFA®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Geoffrey Curran is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at Focus Partners Wealth, LLC since 2025, following nine years at Merriman Wealth Management and three years with TD Ameritrade entities. Outside of his advisory work, he volunteers on the investment advisory committees for the Greater Tacoma Community Foundation and the Tacoma Employees Retirement System, and he writes and self-publishes fiction as a hobby. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, offering a range of solutions including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Jacob W

Series 65

Seattle, WA

Focus Partners Wealth, LLC

Jacob Wham is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked for Merriman Wealth Management, LLC for 18 years. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Annika B

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Annika Brown is a CFP® with one year of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Merriman Wealth Management, LPL Financial, and teaching at Brigham Young University - Idaho. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies supported by fundamental and quantitative analysis.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Charles J

CFP®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Charles Jones is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Merriman Wealth Management, LLC. Jones also teaches asset management principles at the University of Washington as a paid grader and teaching assistant outside of his advisory role. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a multi-strategy investment approach combining active and passive management, third-party accounts, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Michelle G

CFP®

Seattle, WA

Focus Partners Wealth, LLC

Michelle Gruber is a CFP® professional with seven years of experience in financial advising. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025, following five years at Merriman Wealth Management and six years at JNBA Financial Advisors. Gruber serves as Program Director for the Puget Sound Chapter of the Financial Planning Association, a role focused on education and networking for financial planning professionals. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Jeremy B

CFP®, CFA®, Series 65

Seattle, WA

Focus Partners Wealth, LLC

Jeremy Burger is a CFP®, CFA®, and holds a Series 65 license with 22 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent 12 years at Merriman in various roles. He also serves as a general partner and committee member managing the wind-down and liquidation of a private fund. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Katherine H

CFP®, Series 66

Seattle, WA

Focus Partners Wealth, LLC

Katherine Hamel is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She has previously worked at Merriman and Baird, holding various advisory roles over the past several years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Jared E

CFP®, Series 63

Seattle, WA

Focus Partners Wealth, LLC

Jared Espinoza is a CFP® with three years of industry experience, currently advising at Focus Partners Wealth, LLC in Seattle, WA. He has previously worked at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Outside of finance, he has experience in hospitality and service roles, including working at Old Oak Coffee House and Uber Eats. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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