Wetherby Asset Management Email Format
Financial ServicesCalifornia, United States51-200 Employees
Wetherby Asset Management, headquartered in San Francisco, delivers nuanced investment guidance and full-spectrum wealth planning for high-net-worth families and individuals. As an independent advisory firm, it emphasizes objective, unbiased financial counsel tailored to each client's unique needs and priorities. In January 2022, the firm joined forces with Seattle-based Laird Norton Wealth Management, expanding its range of wealth-management capabilities. The organization serves clients seeking tailored guidance through complex financial decisions. With a mid-sized footprint, the firm operates within the financial services industry. Its San Francisco base places it in the West Coast wealth management market.