by Krista Wallace, CFP®, AFC®

After ten years of bliss on the 35th floor of 1000 2nd Ave, we’ve decided to make a big change for the firm. On August 6th, we are relocating our Seattle offices to a larger space, a whole four floors down, Suite 3100! This move reflects the incredible progress we’ve made and is a testament to the support of our clients, partners, and dedicated team members.

“The Seattle real estate market gave us an affordable opportunity to increase our space and make some [modest] upgrades,” said Kevin Slater (CEO). “We want a space that is comfortable for our team and worth the trip for our clients.” The new office will allow for more collaborative work areas, upgraded amenities, and space to accommodate future growth as we continue to add talent.

We really do love seeing you in person. If you can swing a visit for your next meeting, we’d be sure to roll out the red carpet for you! With more restaurants opening within walking distance (the waterfront is just 3 blocks away!) and parking on our dime, it’s a great excuse for a mid-week date!

NATE & LISA: LITERAL HEROES

The transition should be seamless for our clients and partners. Our phone numbers and contact details will remain the same, and there will be no disruption in service or communication during the move, thanks to the work of our operations duo: Nate Porter and Lisa Graber.

Lisa noted that the environment will be — “a brighter, more spacious, and modern setting” designed to foster collaboration. Austin Boyce (Relationship Manager, Trading Analyst) is “excited for a shorter elevator ride to increase my efficiency AND a new office for my birthday.”

We look forward to welcoming visitors to our new space soon and continuing to grow — together. Thank you for being a part of our journey.