Welcome to United Capital Seattle

Are you living the life you want? Talk with us about a proven, engaging approach to wealth management that helps you live richly.

Please contact us via email at: paragon@unitedcp.com

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About Our Office

Prior to becoming a division of United Capital, Paragon Investment Management was established in 1991. A paragon is a model or pattern of excellence; one that exceeds expectations. With this high standard and attention to detail, we have helped affluent families, trusts and foundations protect their wealth, grow their assets and transition those assets to future generations.

Our team of 13 financial advisers and investment professionals, including five CFA charterholders and two Certified Financial Planner™ professionals, averages more than 20 years of experience. We provide highly personalized service along with sophisticated financial expertise with a special focus on wealthy families. To learn more about our High Net-Worth Services, please click here.

Most wealth management services focus on one thing: your money. Our United Capital Seattle team takes a different approach. We look at your entire life, and make sure your money goals are aligned with your life goals. Our services include, but are not limited to:

Shari Burns has been listed in Barrons Top 100 List of Independent Financial Advisers 2009, 2010, 2011, 2012, 2014, 2015, 2016

See Shari's recent article in WealthManagement.com

Meet Our Financial Advisor Team

Shari J. Burns, CFA®

MANAGING DIRECTOR

Gary R. Mitchell, CFA®

MANAGING DIRECTOR

Marjanne Masterman, CFP®

MANAGING DIRECTOR

Ryan Maxwell

SENIOR WEALTH ADVISOR

Jason P. Bremer, CFA®

SENIOR PORTFOLIO MANAGER & INVESTMENT ANALYST

Andrew D. Frey, CFA

SENIOR PORTFOLIO MANAGER & INVESTMENT ANALYST

Sandra Sutton

SENIOR FIXED INCOME PORTFOLIO MANAGER & TRADER

Cynthia L. Cargile

DIRECTOR OF CLIENT SERVICES

Casey M. Hogan

DIRECTOR OF CLIENT OPERATIONS

Amy Rench

SENIOR INVESTMENT OPERATIONS MANAGER

Lauren Lauritsen

RELATIONSHIP MANAGER

Josh Meziere

CLIENT SERVICE MANAGER

Our United Capital Team Location

1420 Fifth Avenue Suite 3020
Seattle, WA 98101

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

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About Financial Life Management

We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.

That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.

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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 effects 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.

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United Capital Wealth Management

United Capital Financial Insights

The Human Connection is What Matters Most

Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.

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

*Award not indicative of investment performance.