Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. 

Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth.

Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. 

This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.

Investment Management

Professional Services

Empirical Wealth Management

Empirical Wealth Management's headquarters in Seattle, WA, United States

Kenneth Smith

Erik Lehr Cfa, Caia

Jaime White

Joe Mercado

Justin Buller Iaccp®

The Investment Management team at Empirical Wealth Management is dedicated to developing and implementing tailored investment strategies that align with clients' financial goals and risk tolerance. Comprised of experienced portfolio managers and financial advisors, the team conducts thorough market research, analyzes investment opportunities, and monitors portfolio performance to ensure optimal growth and wealth preservation. They take a holistic approach, integrating investment decisions within a broader financial planning framework to help clients achieve their aspirations effectively.

The Operations and Compliance team at Empirical Wealth Management plays a crucial role in ensuring the smooth execution of investment activities and adherence to regulatory requirements. This team is responsible for streamlining operational processes, managing tax-related matters, and maintaining compliance standards to protect the interests of clients and the firm. By effectively coordinating between various departments and ensuring efficient workflows, they support the firm's mission of delivering tailored financial advice while safeguarding client assets.

Operations and Compliance

The Leadership Team at Empirical Wealth Management is responsible for setting the strategic direction and vision of the company. Comprising key executives, including the CEO, CIO, COO, and Chief Compliance Officer, this team ensures that the firm upholds its commitment to excellence in client service, investment strategies, and compliance. They work collaboratively to foster a culture of integrity and innovation, guiding the organization in delivering personalized financial advocacy to high net worth clients and other stakeholders.

Empirical Wealth Management

Org chart

Teams

Investment Management

Operations and Compliance

Leadership Team

Offices

Empirical Wealth Management

Org chart

Teams

Investment Management

Operations and Compliance

Leadership Team

Offices

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