Empirical Wealth Management
Tassie Medlin, CFP®, CMA®, is a seasoned financial advisor with extensive experience in financial planning, wealth management, and investment advisory services. Currently serving as a Financial Advisor at Empirical Wealth Management since February 2020, Tassie previously held the position of Vice President at 5 Point Financial Group, Inc., where responsibilities included providing comprehensive financial services to individuals and businesses from December 2014 to December 2019. As a Co-Founder and Business Manager at Solvari LLC from March 2002 to December 2014, Tassie delivered financial planning and technical training to over 180 entrepreneurs. Early career experience includes serving as Assistant General Manager for Sierra Online's Core Games division, focusing on project management and financial analysis. Educational credentials include completing a Master of Business Administration from the University of Oregon, a Bachelor of Science in Computer Science, and a Bachelor of Business Administration in Management from Colorado Mesa University, along with obtaining the Certified Financial Planning designation from the College for Financial Planning.
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Empirical Wealth Management
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.