Estate Planning in Seattle, WA

Discover peace of mind through our estate planning services in Seattle, WA with Beacon Pointe Advisors. Our dedicated team tailors personalized strategies to safeguard your legacy, offering comprehensive reviews of your will and trust(s), and other essential estate planning documents.

We’re Local

5001 25th Avenue NE Suite 201E Seattle, WA 98105

Secure Your Financial Future
with Estate Planning Assistance

Protect and empower yourself and your loved ones by ensuring your estate plan is in place and up to date. Our experienced estate planning team at Beacon Pointe Advisors is dedicated to providing the assistance you require during pivotal moments, ensuring a secure and well-planned legacy for you and your loved ones.

Personalized Estate Planning Guidance Designed Just for You

Experience the advantage of personalized estate planning advice catered to your unique needs. Our team is committed to providing tailored guidance, ensuring your assets are safeguarded and your legacy is preserved according to your wishes.

Attain Estate Planning Freedom

Unlock financial independence through our estate planning services. Our dedicated team works with you to chart a course towards securing your financial freedom, allowing you to live life on your terms.

Maximize Your Estate
with Our Seattle Financial Planning Team

Ensure the security and optimization of your investments in coordination with your financial and estate plans with the help of our experience wealth advisory team in Seattle.

Help Reduce Your Tax Bill Through
Our Estate & Tax Strategy Planning

Navigating the complexities of taxes can be daunting. Our wealth advisory team is staffed with trained professionals well-versed in the intricacies of taxes. Talk tax strategy whenever you need it from Beacon Pointe Advisors, ensuring confidence and accuracy in your estate planning.

Women & Men Have Unique Estate Planning Needs

Estate and financial planning should take into account the unique considerations that individuals may face based on factors such as gender. Women, on average, tend to have longer lifespans than men. This longevity introduces specific challenges, such as increased healthcare costs and potential long-term care needs, making it essential to craft personalized estate plans that address these aspects and ensure financial security throughout the entirety of one’s life and Beacon Pointe is here to help you.

Your Success is Our Priority

As one of the leading registered investment advisory (RIA) firms in Seattle and throughout the United States, Beacon Pointe Advisors takes pride in our holistic allWEALTH® approach that centers on aligning your wealth with what matters most to you. Our clients appreciate our unwavering commitment to your well-being, ensuring that we care about you and your family, and strive for nothing but the best for you and your finances.

Find Your Financial Advisor in Seattle

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Bo Lee

Bo Lee, CFWA

Senior Wealth Advisor

Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.

Grant E. Hartvigson, CFP®, CLU®

Partner, Managing Director

Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated two decades to helping clients achieve financial independence. In 2011, Grant was selected as Puget Sound Business Journal’s prestigious 40 Under 40, and he continues to be recognized as a dynamic leader within both the industry and the community. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financial’s Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts, and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball, or spending time with his wife and two daughters, and their family dog.

Jack Delafield

Associate Wealth Advisor

John (Jack) is an Associate Wealth Advisor for the Beacon Pointe Seattle office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. He interned at Beacon Pointe in 2023 before joining the team full-time in 2024. Jack studied and played tennis at Colorado College, where he majored in Economics and minored in History, and is currently pursuing the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jack enjoys tennis, chess, and spending time in nature.

James Simone, CFA, CFP®

Senior Wealth Advisor

James is a Senior Wealth Advisor at Beacon Pointe Advisors. Through holistic, personalized planning and investment management, James develops customized strategies to help institutions, individuals, and families meet their financial goals. James joined Beacon Pointe after managing assets for institutional clients for 25 years. James received his B.A. from Brown University while competing for the football team. James is a CFA Charterholder and a Certified Financial Planner™ (CFP®). He is also a member of and a past president of the CFA Society Seattle, serves on the board of Friends of Athletic Fields, and has volunteered at Family Works, Green Lake Elementary PTA, Roosevelt Athletic Boosters, and Junior Achievement. In his spare time, James enjoys being active outdoors and spending time with his wife and three boys.

Kimberly Arnesen

Kimberly Arnesen, ChFC®

Senior Wealth Advisor

Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the Certified Financial Planner™ (CFP®) exam as well as an active member of Beacon Pointe’s Women’s Advisory Institute. In her spare time, she loves running, kayaking, and anything that involves exploring the great Pacific Northwest with her husband and daughter.

Lauren Reisenauer

Senior Client Service Associate

Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English.  Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.

Petra Ljubic-Lane

Senior Associate Wealth Advisor

Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.

Ensure You’re Covered with Our Estate Planning Services in Seattle, WA

Ready to build your estate plan? Refresh it? Together, we can ensure you and your family are protected with the necessary estate planning documents. Our team of financial advisors in Seattle looks forward to supporting you and your journey towards achieving your life and legacy goals.

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