Since 1997, the members of The Seattle Investment Group have provided our clients with exceptional personalized service. Our approach is to listen carefully to each client, determine their objectives, time horizon and risk tolerance, and integrate these into a personalized investment strategy and plan. Our vast experience and myriad of investment options means that we can select the most suitable investment solutions for every client. We never employ a “cookie cutter” approach and often utilize RBC’s Private Wealth Group which is a team of professionals available to meet and consult on our clients’ individual needs. Special focus is on retirement funding plans, investment guidance, portfolio reviews, insurance analysis and estate planning. A truly holistic wealth management service is provided. We now service over $320 million in assets under management and have been with the firm for 10 years.

Michael O'Brien

Managing Director - Financial Advisor, Consulting Group

206-855-8002
Email |

David Moskovitz, CFP®

Senior Managing Director - , Branch Director, Consulting Group

425-803-2517
Email |

Cherie Wright

Senior Financial Associate

206-621-4826

Leanne Gow

Senior Registered Client Associate

206-621-3157

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields