Seattle, WA Office

Team
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Goldman Sachs Wealth Services

Enterprise

Firm-wide stats for Goldman Sachs Wealth Services

Total advisors

1,152

Across 57 offices

Clients per advisor

100 High

Avg AUM per client

$215,149 Very Low

HNW client ratio

34% High

About

Goldman Sachs Wealth Services advises a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), corporate and employer‑sponsored participants, executives, plan sponsors, and institutional clients. It delivers financial planning and portfolio management alongside related offerings such as Private Family Office services, Specialized Executive Wealth programs, Financial Wellness and SurvivorSupport/TransitionalSupport programs, and access to Alternative Investments.

The firm’s advisory teams (Wealth Advisors and Ayco PMG) tailor plans and portfolios to client objectives, using strategic and tactical allocation models produced by the Private Wealth Investment Strategy Group (ISG), manager selections by the External Investment Group (XIG), and both discretionary and non‑discretionary implementations. Clients can be served via a range of fee arrangements and platforms—including strategy‑based accounts, centrally managed strategies, and comprehensive pricing programs—and the firm describes operational tools such as model rebalancing, tax‑aware techniques, and the use of proprietary and third‑party analytics (including AI) in research and implementation.

Compared with peers, the Adviser’s integration into the broader Goldman Sachs ecosystem is notable: it references affiliated capabilities across GS&Co., GSAM, Ayco, Goldman Sachs Bank USA and other Goldman Sachs affiliates that function as a bank, asset manager, broker‑dealer, and counterparties subject to swap‑dealer and futures‑merchant regimes. It also documents less common client touchpoints for an enterprise adviser—participant or subscription‑style pricing for Financial Wellness and program services, periodic research/educational publications and seminars, pension/plan consulting and municipal advisory relationships, and specialized teams (e.g., Sponsors Coverage Group) for clients with concentrated private equity or hedge fund exposures—while noting these affiliations create both expanded product access and additional conflicts of interest disclosed in the brochure.

Based on Goldman Sachs Wealth Services

Expertise

Wealth management Equity compensation tax strategy Tax-loss harvesting

Based on Goldman Sachs Wealth Services

Occupation focus

Executive Founder/Business Owner

Based on Goldman Sachs Wealth Services

Demographic focus

Intergenerational Families

Based on Goldman Sachs Wealth Services

Location

401 Union Street, Suite 37

Seattle WA 98101

Advisors at this office

9

Advisors at this office

user avatar

Quinn S

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Quinn Shaw is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has previous experience at The Ayco Company, L.P./Mercer Allied and Duff and Phelps, LLC. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary analytics to tailor solutions across a range of fee structures and platforms, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Anqi Y

Series 63, Series 65

Seattle, WA

Goldman Sachs Wealth Services

Anqi Yang is a financial advisor with Goldman Sachs Wealth Services in Seattle, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Her career includes multiple roles at Goldman Sachs & Co. and a period at Uber Technologies, Inc. from 2015 to 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, benefiting from integration with Goldman Sachs’ broader ecosystem and offering advanced research, operational tools, and a variety of service platforms.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sean L

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Sean Lakey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and the University of Washington. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

John P

Series 63, Series 65

Seattle, WA

Goldman Sachs Wealth Services

John Percival III is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in roles at the University of Washington Foster School of Business, Willamette University, Convoy, Inc., and the Sonoma County Economic Development Board. He serves as a board member on the Blue Mountain Land Trust, a nonprofit organization in Walla Walla, WA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individuals, executives, plan sponsors, and institutions. The firm’s advisory teams use tailored allocation models and manager selections supported by proprietary and third-party research, offering a broad range of services through multiple fee structures and platforms integrated within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Lane M

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Lane Murphy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and based in Seattle, WA. Murphy has been with Goldman Sachs since 2025 and has one year of industry experience. Prior to joining Goldman Sachs, Murphy’s background includes roles at the University of Michigan, Save Harbor Yacht Haven, Beyond Juicery & Eatery, and Greens Farms Academy. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic allocation models and manager selections within the broader Goldman Sachs ecosystem, offering a range of advisory platforms and specialized programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Johnny N

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Johnny Nguyen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs since 2023 and previously worked at the University of Arizona and Saint Pius X High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers specialized wealth programs and integrates investment strategies and analytics across its broad ecosystem of affiliated entities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Titilayo O

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Titilayo Otukoya is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has held various positions including work with Syracuse University and other organizations. She serves as a passive director of Queens Otus Ltd., a hotel and restaurant. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate clients, and institutional participants. The firm utilizes strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by proprietary research and broad integration within the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Isabelle S

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Isabelle Scott is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Seattle, WA. She has one year of experience at Goldman Sachs & Co. LLC and previously worked at Empire State Development and Westwood Country Club. Her background also includes roles at Cornell University, Westlake High School, and Hill Country Middle School. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm uses a range of strategic allocation models, investment manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Kathleen T

Series 66

Seattle, WA

Goldman Sachs Wealth Services

Kathleen Tran is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm tailors investment strategies using both discretionary and non-discretionary approaches and offers access to a wide range of affiliated services, including Private Family Office and Specialized Executive Wealth programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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