Investment Advisor in Seattle, WA

Welcome to your trusted source for full-service financial planning and research-driven investments in Seattle, WA. As a leading investment advisor, we are committed to providing tailored solutions that align with your unique financial goals.

We’re Local

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

Experience a Personalized Financial Approach

Benefit from the wisdom of seasoned professionals as you navigate your financial journey. Our team of investment advisors offers a wealth of experience to guide you through the complexities of investing, ensuring transparent and trustworthy financial guidance tailored to your individual needs.

Our Solutions

Explore our customized solutions that have been refined over decades and are designed to optimize your financial success and elevate your wealth management experience.

Strategic Portfolio Management

Unlock the power of strategic portfolio management, where tailored investment strategies and proactive adjustments converge to optimize your financial growth and resilience.

Comprehensive Wealth Planning

Experience the pinnacle of comprehensive wealth planning with allWEALTH®, where personalized financial strategies seamlessly integrate investments, retirement planning, and estate management, ensuring your financial goals align with your aspirations.

Risk Mitigation and Asset Protection

Navigate confidently with our risk mitigation and asset protection solutions, where robust risk management strategies are implemented into your overall financial plan to ensure you and your family are protected.

Custom-Tailored Investment Strategies

Explore custom-tailored investment strategies thoughtfully crafted to align with your distinct financial objectives. Our seasoned investment advisors design personalized plans that consider your preferences, risk tolerance, and time horizon, ensuring a bespoke approach to wealth management tailored specifically to you.

We Utilize In-Depth Market Research

Navigating the complex financial landscape requires precision, and at Beacon Pointe Advisors, we go beyond surface-level insights. Our approach has been refined over decades, is rooted in a sound philosophy and rigorous due diligence efforts that produce consistent manager selection results. Beacon Pointe investment solutions are customized to each client and include active, passive, and alternative investment strategies on an open architecture platform.. Trust our commitment to thorough analysis as we harness the power of market intelligence to elevate your investment portfolio.

Gain Access to Unique Investment Strategies

At Beacon Pointe, our private clients gain unique access to institutional-quality investments. Revel in the confidence that comes from knowing your financial path is guided by uniquely crafted solutions designed to protect and optimize your investments.

Portfolio Optimization with Beacon Pointe Advisors

Optimize your financial future – Invest with Confidence at Beacon Pointe Advisors.

Forward-Looking Investment Education

Engage in a dynamic learning experience that transcends traditional boundaries, providing you with insights into the latest industry trends, innovative investment strategies, and forward-thinking financial solutions. Stay ahead of the curve and empower your financial journey with knowledge that propels you toward a successful and informed future.

Meet Your Investment 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.

Discover an Investment Advisor Focused on Your Needs in Seattle

Connect with an Investment Advisor in Seattle! Schedule your consultation and discover personalized strategies that align with your unique financial goals. Let’s embark on a journey to maximize your wealth and secure your financial future together.

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