Wetherby Reviews (History / Overview)
Established as an independent financial advisory firm in 1990, Wetherby Asset Management has grown into one of the nation’s largest employee-owned financial advisory firms; with 60 employees that have an average of 20 years of investment experience, and assets in excess of $4 billion under management.
The unique employee-owned composition of the firm makes its employee-shareholders fully vested in the firm’s success.
Although the company is headquartered in San Francisco, and maintains an office in New York City, it services a diverse nation-wide clientele that includes individual investors, families, charitable entities, foundations, and endowments.
Image source: Freeimages
The firm’s founders are strong believers in fee-only compensation, where advisors remuneration isn’t tied to the products or value of the investment vehicles sold to clients, but rather based on the objective, independent advice delivered.
The firm offers independent, unbiased and personalized financial advice, customized wealth planning strategies and focused investment management to its clients.
Wetherby Asset Management utilizes a team of highly qualified individuals (including CFAs, CPAs, CFPs®, CPWAs®, and MBAs), to leverage investment opportunities while minimizing clients’ investment risk.
The firm has a “minimized conflict-of-interest” due to the fact that it has no internal products that it sells or recommends to clients; but at the same time it offers a wide range of options when building client portfolios by maintaining access to a broad range of investment vehicles from top-rated investment managers.
The company firmly believes in open and continued communication with clients, and provides 24×7 access to performance reporting that can also include client assets that are not directly managed by the firm.
Wetherby has been recognized as one of the top independent advisory firms in the U.S.A by a number of national industry surveys.
Wetherby Review – Team Members
Sample List:
- Barbara G. Adamson, Wealth Manager
- Sierra Alea, Investment Associate
- Scott R. Byrnes, Investment Advisor
- Christy T. Covalesky, Shareholder and Wealth Manager
- David Ferguson, Shareholder and Wealth Manager
- Patrick Franklin, Investment Associate
- …and many more
Wetherby Reviews – Services
- Financial Planning
- Portfolio Management
- Trust & Estate Planning
Wetherby’s Address Information
- 580 California Street, 8th Floor, San Francisco, CA 94104
To Contact Wetherby
- Phone: 415 399 9159, 800 475 9159
- Email: [email protected]
- Or you may use Wetherby’s Contact Us form
All-in-One Change Management Tools
Top Rated Toolkit for Change Managers.
Get Your Change Management Tool Today...