Connect with a financial advisor: 833-346-5433
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United Capital Financial Advisors in Seattle

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

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

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United Capital Financial Advisors Seattle, WA

About Seattle 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 advisors 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 Seattle Financial Advisor Team

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

VICE PRESIDENT

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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Wealth Management and Financial Advisor Services To Help You Live Richly

At United Capital, a Goldman Sachs Company, 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, and living richly means something different for each person.

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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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