For current perspectives on the businesses, investors, and the financial markets click here.
Paget Wealth Partners

Welcome to the Rockefeller Global Family Office

Home

Our Team

Our Resources

Our Services

Contact Us

At Paget Wealth Partners our mission is to serve as trusted advisors to our families and empower them to achieve their most important goals.

We are a diverse team with specialized and refined skill sets, paired with a premier financial advisory firm whose roots have been planted for over one hundred and forty years. Together, we elevate the financial services experience through unparalleled service, unique offerings, and a commitment to excellence in all that we do.

We believe comprehensive planning constitutes the basis for successful long-term decision making.

Our standards for our services are the same standards established by the Rockefeller family legacy and those that have helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have established, and the positive impact they have had on society are our benchmarks.

PAGET WEALTH PARTNERS

425-400-8513

10500 NE 8th Street
Suite 875
Bellevue, WA 98004

“What sets us apart is being entrusted with the legacies of some of the world’s most successful entrepreneurs, innovators, visionaries — and their families. Together, we view wealth not as a prize but as potential.”

Gregory J. Fleming

In a world of uncertainty, we provide steadfast counsel backed by decades of experience and the global resources of Rockefeller Capital Management.

NICK PAGET, CFP®, CPM®

Private Advisor, Managing Director 
NPaget@rockco.com
(425) 400-8510
Biography +

NICOLE SCHAFER, CFP®, CLTC®

Private Advisor, Senior Financial Planner
NSchafer@rockco.com
(425) 400-8511
Biography +

FORREST ST. JOHN KIM, CFP®

Private Advisor, Vice President 
FKim@rockco.com
(425) 400-8512
Biography +

KAREN HENDERSON

Team Operations Manager, AVP 
KHenderson@rockco.com
(425) 400-8513
Biography +

HA NGUYEN, CFP®

Client Associate
HNguyen@rockco.com
(425) 400-8514
Biography +
At Paget Wealth Partners, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

JIMMY C. CHANG

Chief Investment Officer, Rockefeller Global Family Office
Biography +

CHLOE DUANSHI, CFA®

Head of Investment Research & Strategy, Rockefeller Global Family Office
Biography +

JACKIE KLABER

Head of Opportunistic Investing
Biography +

JASON THOMPSON

Chief Wealth Strategist
Biography +

BARRY WINTNER, CFA

Head of Manager Approval
Biography +
A leading private wealth practice…
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax & Legal Advisor Coordination

We work with your Tax Advisor to manage your investments in a tax-efficient manner and coordinate with your Attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.

The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.

• Financial Accounting & Bookkeeping

• Trust & Estate Planning

• Family Legacy & Governance Advisory

• Bill payment

• Philanthropic advisory

• Human Resources Services

• Cash flow and liquidity planning

• Bill payment

• Next Gen Financial Education

• Aggregated Reporting

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

• Differentiated, independent advice for entrepreneurs and business owners

• Execution across private and public companies owned or operated by our clients

• Mergers, acquisitions, divestitures, capital raises

• Real estate advisory

• Sports franchise advisory

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

Equity Strategies

  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.

Fixed Income Strategies

  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world’s leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

Request an Introduction

Please complete the form below. Fields marked with an asterisk (*) are required. You will be contacted shortly. We will not distribute any of your personal information that is submitted on our site. This includes your email address, postal address, phone number, and any other personal data.

preferred method of contact*

To help us assess your needs, can you share a range for your investable assets?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

"Our team is comprised of trusted advisors, each with a unique skillset to deliver an exceptional experience for our clients. We are truly privileged to take part in building their legacy for generations to come."
Nick Paget, Private Advisor, Managing Director
“The financial planning journey highlights the areas of life that are most important to our families, which allows us to dive deep into providing the tools, resources and support to accomplish their goals.”
Nicole Schafer, Private Advisor, Senior Financial Planner
“Knowledge is the baseline in our industry, but execution is not guaranteed. Our team strives to consistently deliver both at the highest level. These are the foundations of trust.”
Forrest St. John Kim, Private Advisor, Vice President
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
Load More
News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Nick Paget, CFP®, CPM®

Nick Paget, CFP®, CPM®

Private Advisor, Managing Director

 

A *Forbes "Best in State Wealth Advisor" for Washington State from 2018-2022, Nick is the founding partner of Paget Wealth Partners at Rockefeller Capital Management. Nick is also the team’s portfolio manager and is responsible for portfolio construction, security trading, and risk management. 

Nick graduated from the University of Washington with a Bachelor’s Degree in Economics. He carries the Certified Portfolio Manager (Columbia University) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. He has been helping families since 2002.  

The Paget Family, including Darla, their two daughters, and two dogs, reside on the shores of Lake Washington in Bellevue. They enjoy attending the girls’ year-round sporting activities, playing on the lake and in the mountains, and exploring National Parks. Nick loves to be outside and is a black belt in Shotokan Karate. 

 

*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2018, 2019, 2020, 2021, and 2022 and last for a period of one year until new rankings are released.  

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

You have Successfully Subscribed!

Nicole Schafer, CFP®, CLTC®

Nicole Schafer, CFP®, CLTC®

Private Advisor, Senior Financial Planner

 

Nicole Schafer is a Private Advisor and Senior Financial Planner with Paget Wealth Partners at Rockefeller Capital Management. As a CERTIFIED FINANCIAL PLANNER™ certificant, Financial Planning Specialist, and partner within Paget Wealth Partners, Nicole creates comprehensive financial plans, incorporating Social Security and Medicare analysis, education planning, and liability and risk management. Nicole is the go-to contact for our clients' long-term care planning and insurance needs and enjoys helping clients with retirement, income and tax planning.

Nicole graduated Cum Laude from Seattle University with a Bachelor’s Degree in International Business and a minor in Economics. In 2016 she met the stringent requirements to receive the CFP® marks and received her Certification for Certified in Long-Term Care® designation. In 2018 and 2019 she was named to the Forbes Next-Gen Wealth Advisors* list. She has been in financial services since 2003 and has been working in a financial planning capacity since 2012.

Charitable activities are important to Nicole and she has been involved with different organizations in volunteer capacities, as well as on boards. In the past she has worked with Invest in Youth and Pasado’s Safe Haven and she currently serves on the board of the Bayview Manor Foundation.

Nicole grew up near Coeur d’Alene, Idaho as the second oldest of 12 children. She spent 19 years in Seattle after college, but now spends time between Coeur ‘d Alene and Seattle with her husband Patric and two dogs, Vader and Bronson. This allows her to spend more time with her big family in Coeur d’Alene, which she loves. She spends her spare time at the gym, checking out local breweries and socializing with her family and friends (all the better if it includes a board game or two!)

 

*The Forbes “Next Gen Wealth Advisors” rankings discussed above were designated in 2018 and 2019 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

You have Successfully Subscribed!

Forrest St. John Kim, CFP®

Forrest St. John Kim, CFP®

Private Advisor, Vice President 

 

As a CERTIFIED FINANCIAL PLANNER™ certificant, Portfolio Manager, and partner within the Paget Wealth Partners at Rockefeller Capital Management, Forrest assists with comprehensive financial planning, asset allocation, and portfolio management. He also specializes in Alternative investments including unique solutions for clients managing concentrated positions. 

Forrest graduated from the University of Washington in 2015 and in 2020 he met the stringent requirements to receive the CFP® marks. Prior to joining Rockefeller Capital Management in 2022, Forrest began his career at Morgan Stanley where he was named to Morgan Stanley’s Pacesetter’s Club. This group is composed of the firm’s most successful next-gen Financial Advisors, who early in their career have demonstrated the highest professional standards, knowledge base, and skillsets. 

Forrest was born and raised on the island of O’ahu, Hawai'i and attended the distinguished Punahou School. It was his passion for learning about emerging technologies and start-up companies that ultimately lured him to the PNW. Forrest currently resides in Queen Anne and enjoys all methods of fishing and playing tennis in his free time.  

 

You have Successfully Subscribed!

Karen Henderson

Karen Henderson

Team Operations Manager, Associate Vice President 

 

Karen Henderson is an Associate Vice President and Team Operations Manager for Paget Wealth Partners at Rockefeller Capital Management. Her depth of experience with internal systems and processes as well as industry rules and regulations make her exceptional in account maintenance and processing. Karen is well-versed in handling day-to-day client needs, as well as complicated issues surrounding trusts and estates.  

Karen graduated from the University of Washington with a Bachelor’s Degree in Sociology. In a leadership capacity, Karen has acted as a coach to her peers, and is a Notary Public. She has been in financial services since 1999. 

Karen volunteers at local wineries including assisting in harvest activities and other events.  She is an active supporter of Fred Hutchinson Cancer Research and the YWCA.  In her free time, Karen is learning the art of glass fusing and also enjoys watching Husky & Seahawks football, spending time with family & friends and keeping up with the Hydroplane racing circuit.  She resides with her husband and two cats in the Ravenna neighborhood of Seattle.

You have Successfully Subscribed!

ToriFanning, CFP®

ToriFanning, CFP®

he AVP, Financial Planning Analyst

 

Tori Fanning is an Associate Vice President and Financial Planning Analyst for Paget Wealth Partners at Rockefeller Capital Management. Tori provides investment analysis, assists in financial planning, and oversees The Puget Sound Group’s digital marketing strategy. 

Tori graduated from the University of Wisconsin-Madison with a degree in Japanese and spent a year abroad in Tokyo as part of her studies. She put her skills into practice trading futures for Mizuho Securities, a Japanese brokerage firm in her hometown of Chicago. She moved to Seattle and began working for Morgan Stanley in 2015 as a Client Service Associate and joined The Puget Sound Group in April 2017 as a Wealth Management Associate. 

Tori volunteers regularly at Northwest Harvest in addition to participating with the rest of The Puget Sound Group in various charitable and community activities. 

Tori lives in downtown Seattle with her significant other. She enjoys dining out, traveling, hiking and reading. 

 

You have Successfully Subscribed!

JIMMY C. CHANG, CFA®

JIMMY C. CHANG, CFA®

Chief Investment Officer, Rockefeller Global Family Office 

 

Jimmy C. Chang, CFA®, is the Chief Investment Officer of the Rockefeller Global Family Office. He is a member of the firm’s Management Committee and is a Chartered Financial Analyst®.

Jimmy has spent more than 16 years with Rockefeller. Prior to becoming the Chief Investment Officer in 2020, Jimmy was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.

Before joining Rockefeller in 2004, Jimmy was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.

Jimmy earned an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union.

He is a member of the Tau Beta Pi National Engineering Honor Society. He serves on the Investment Committee of the Foundation for Contemporary Arts.

You have Successfully Subscribed!

CHLOE DUANSHI, CFA®

CHLOE DUANSHI, CFA®

Head of Investment Research & Strategy, Rockefeller Global Family Office

 

Chloe Duanshi is a Managing Director and the Head of Investment Research & Strategy for the Rockefeller Global Family Office. She is a member of the firm’s Management Committee.

As the Head of Investment Research & Strategy, Chloe is responsible for developing broad capital market outlook across asset classes as well as designing strategic and tactical asset allocation guidance for the Rockefeller Global Family Office. Chloe is also focused on working with clients to construct bespoke, institutional-caliber portfolios with traditional and alternative investment solutions, utilizing proprietary portfolio construction techniques that seek to identify and capture a diversified collection of unique, fundamental return drivers.

Before joining Rockefeller, Chloe was a cross-asset strategist at Morgan Stanley, where she specialized in asset allocation and portfolio construction for ultra-high net worth individuals, single family offices, endowments, and foundations. Prior to that, Chloe spent a number of years at BNP Paribas in equities and commodities derivatives.

Chloe received her B.S. degree, magna cum laude, from the Sibley School of Mechanical & Aerospace Engineering at Cornell University and M.A. degree in Mathematics from Columbia University. Chloe is a CFA® charterholder.

 

You have Successfully Subscribed!

JACKIE KLABER

JACKIE KLABER

Head of Opportunistic Investing 

 

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management. She is a member of the Management Committee, the New Products Committee, the Manager Selection Committee, and the Rockefeller Capital NextGen Leadership Council. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients.

Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee.

From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office.

Jackie received a bachelor’s degree from Yale College and a master’s degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund.

You have Successfully Subscribed!

JASON THOMPSON

JASON THOMPSON

Chief Wealth Strategist

 

Jason R. Thompson is the Chief Wealth Strategist at Rockefeller Capital Management. Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PwC in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business transition, and wealth preservation.  

Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.

You have Successfully Subscribed!

BARRY WINTNER

BARRY WINTNER

Head of Manager Approval

 

Barry A. Wintner, CFA is the Head of Manager Approval and a Managing Director of Rockefeller Capital Management. He is a member of the firm's Management Committee. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller Capital Management in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst ® charterholder. He received a B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

You have Successfully Subscribed!

HA NGUYEN, CFP®

HA NGUYEN, CFP®

Client Associate

 

Ha Nguyen is a Client Associate for Paget Wealth Partners at Rockefeller Capital Management. As a Client Associate, Ha supports advisors with comprehensive financial planning as well as supporting the operational team with portfolio administration. Prior to joining Rockefeller Capital Management, Ha worked at an independent RIA in Seattle for seven years where she was responsible for the day-to-day portfolio management and implementing financial plans for high-net-worth families.  

Ha obtained a bachelor’s degree in Business Administration with a concentration in Finance from University of Washington and holds a Certified Financial Planning Designation.  

Outside of work, Ha enjoys traveling alone or with friends, trying new restaurants and exploring the natural beauty of the PNW. She resides in the Belltown neighborhood of Seattle, WA.

You have Successfully Subscribed!