Seattle Asset Management

Seattle, Washington

Wealthspire Seattle

1700 Westlake Ave N, Suite 325
Seattle, WA 98109

(206) 729-1700

Working together to ensure all the instruments in your financial life are working in harmony.

By addressing each component of financial health, holistic wealth management and financial planning ensures that all financial decisions work together to help you achieve your goals. This integrated, strategic approach to creating a plan that is thorough, balanced and adaptable to life’s changes gives you the confidence to live your best financial life.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family

GET IN TOUCH TODAY

Our Seattle Team

Julie A. Back, CFP®

Senior Vice President

Julie Back is a Senior Vice President and Financial Advisor...

Blake Barr, CFP®

Vice President

A Certified Financial Planner™ professional, Blake joined the Seattle team...

Nick Bussard, CFP®

Senior Advisor Associate

Nick Bussard is a Senior Advisor Associate based in the...

Deborah Gibbs

Senior Associate, Compliance

Deborah Gibbs serves as a Senior Associate on the Compliance...

Lisa Graham, CFP®

Assistant Vice President

Lisa joined the Seattle team as an Assistant Vice President...

B. Kelly Keydel, CFP®, MBA, CDFA®

Managing Director

Kelly Keydel is a Managing Director and Financial Advisor based...

Sierra Middleton

Senior Marketing Coordinator

Sierra is a Marketing Manager for the West Coast, serving...

Julie Penwell, CFP®

Assistant Vice President

Julie Penwell is an Assistant Vice President and financial advisor...

Melissa Restivo, FPQP™, AAMS®, MBA

Client Service Specialist

Melissa Restivo is a Client Service Specialist based in our...

Courtney Roberts

Project Manager

Courtney Roberts is a project manager based in our Seattle...

Callie Smothers

Office Coordinator

Callie is an Office Coordinator based in our Seattle office,...

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Seattle Humane Society
Central Washington University
Elliott Bay Marina (Downtown Sailing Series)
SR3 – Sealife Response, Rehabilitation, and Research
Coalition Ending Gender Based Violence
American Cancer Society
American Cancer Society
United Way