Nick Paget, CFP®, CPM®

Nick Paget is the founder and managing director for Paget Wealth Partners at RGFO in Bellevue. He and his team collaborate primarily with serial entrepreneurs, business owners, and technology executives in all phases of their wealth journey with a keen focus on achieving intended outcomes. Through exceptional planning, intelligent investment management, and uncommon customer care, Nick has built a team around the fundamental purpose to serve their clients where they are, holistically and thoughtfully.

Prior to joining Rockefeller, Nick and his team spent seventeen years at Morgan Stanley where they exceeded over $1B in assets under management. Throughout his career, Nick and his team have provided advanced planning for both business owners and corporate stock plan clients and specialized in preparing for and tax-efficiently managing major liquidity events of public or closely held private assets.

As the Rockefellers have demonstrated over 140 years, service to one’s community is a civic duty. Nick and his team are active in the community providing service on a quarterly basis to their favorite causes including Pasado’s Safe Haven, Bellevue City Parks, and Tree House. In addition, Nick and team are the financial advisor for the Bellevue Botanical Garden Society.

The Paget Family, including Darla and their two daughters, reside on the shores of Lake Washington in Bellevue. They spend most of their free time attending the girls’ year-round sporting activities, namely soccer through Eastside FC, playing on the lake and in the mountains, and exploring.