Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

Personal Financial Management Advisors in Seattle

Are you living the life you want? Talk with us about a personal and engaging approach to wealth management. We help you Live Richly℠.

Please contact us via email at: pfm.seattle@gs.com.

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Personal Financial Management Advisors Seattle, WA

About the Seattle Office

Everyone is unique. Our team at Goldman Sachs Personal Financial Management specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning, and provides personalized investments and other Goldman Sachs offerings for your specific needs.

We have unique solutions tailored to help you understand how to optimize life choices and make appropriate financial decisions throughout your lifetime. Our dynamic process and interactive tools integrate your personal and financial goals, helping you and your family clearly articulate your goals, build a dynamic plan and make trade-offs as life unfolds.

We call it Personal Financial Management. And it will change your life and the way you think about money—one decision at a time.

We invite you to explore our Seattle office page to learn more about our team of advisors and our personal financial management services.

Shari Burns leads our office as Vice President and head of office for Seattle. See Shari's recent article in WealthManagement.com

To learn more about our High Net-Worth Services, please click here.

Local Happenings

Our Personal Financial Management Team Location

1420 5th Ave, Suite 2200
Seattle, WA 98101

Telephone: 206-583-8300
Facsimile: 206-583-8310

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Meet Our Seattle Financial Advisor Team

Shari J. Burns, CFA®

VICE PRESIDENT, CO-HEAD OF OFFICE

Gary R. Mitchell, CFA®

VICE PRESIDENT, CO-HEAD OF OFFICE

Catherine Humbert, CFA, CFP®

VICE PRESIDENT, CO-HEAD OF OFFICE

Marjanne Masterman, CFP®

VICE PRESIDENT, CO-HEAD OF OFFICE

Jason P. Bremer, CFA®

VICE PRESIDENT, CO-HEAD OF OFFICE

Amy Rench

SENIOR INVESTMENT OPERATIONS MANAGER

Lauren Lauritsen

VICE PRESIDENT

Financial Advisor Services To Help You Live the Life You Want

At Goldman Sachs Personal Financial Management our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.

Learn More about Personal Financial Management
Personal Wealth Management Investing

Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.

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Goldman Sachs Personal Financial Management

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Want to speak with us now? Give us a call at 833-346-5433