Financial advisors in Seattle

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.

Address

1601 5th Avenue, 9th Floor

Seattle, WA 98101

Telephone

Meet our team

Jason Bremer, CFA®

Managing Director

Catherine Humbert, CFA, CFP®

Managing Director

Gary Mitchell, CFA®

Managing Director

Shari Burns, CFA®

Managing Director

Andrew Frey, CFA® 

Wealth Advisor

Ryan Ingram, CFA, CFP®

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

Name*
ZIP Code*
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.