Seattle Office

Your Experience is Everything.

Private Ocean integrates financial planning, portfolio management and behavioral guidance. We serve individuals, families and businesses, helping them through every stage of their financial journey, whether that be achieving financial freedom, funding an education, managing life's changes and disruptions, planning for retirement, or leaving a legacy. Whatever you need, we are here for you, every step of the way.

Located in the Westlake district of Seattle, Washington, Private Ocean’s Seattle office is right on Lake Union and is a short walk to public transportation and dining options.

Physical Address

1700 Westlake Ave N, Suite 325
Seattle, WA 98109
Telephone: 206.729.1700

Mailing Address

100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
Telephone: 415.526.2900

Meet the Seattle Staff

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Contact the Seattle Office