Pillar Wealth Management Email Format
Investment ManagementCalifornia, United States2-10 Employees
Pillar Wealth Management is a boutique private wealth management firm based in Walnut Creek, California, operating within the investment management industry. It follows a 100% fee-based model and serves high-net-worth individuals, families, and privately held company owners by delivering tailored wealth guidance. Co-founders Haitham E. Ashoo and Christopher G. Snyder bring more than five decades of combined experience and act as a coordinated, single-source advisor who can work with a client's accountants, lawyers, insurance brokers, and M&A advisers to craft a comprehensive strategy. The founders have published several books on wealth management and finance, and they released an eBook on choosing a financial advisor for investors with liquid assets ranging from $3 million to $70 million, while contributing as financial expert columnists in national publications and lecturing on private wealth topics. The firm maintains a selective client intake, accepting new clients only when it can add substantial value to their financial lives.