Muirwood Private Wealth

Financial ServicesCalifornia, United States2-10 Employees

Muirwood Private Wealth is a financial services firm located in Walnut Creek, California, that provides wealth management through a comprehensive planning process. The firm begins by listening to clients to understand their goals and, based on that understanding, develops a tailored financial plan. Its approach addresses both sides of the balance sheet and emphasizes education, clear communication, and an awareness of behavioral finance as it informs investment decisions. 

The company operates as an independent firm and is a partner in the Sanctuary Wealth network. In its client service, it emphasizes personal attention, responsive communication, and tax-efficient solutions, with sensitivity to family dynamics. A February 2022 development notes the appointment of Trevor Christiansen as Wealth Management Associate, indicating expansion of the advisory team.

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