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Wetherby Asset Management

Wetherby Asset Management

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580 California St 8th floor, San Francisco, CA 94104, USA Get Directions

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ABOUT   Services Excellence Summary

Wetherby Asset Management Expands Expertise with Laird Norton Wealth Management We are delighted to announce that Wetherby Asset Management has joined forces with Laird Norton Wealth Management in Seattle, allowing us to expand our wealth management expertise. Our companies are better together because we can invest in technology and other resources to improve our system and customer experience. We can also evolve our services to respond to the changing needs of clients and their families. Wetherby clients can choose to have trusts managed through Laird Norton Wealth Management, which is a unique option. Laird Norton Wealth Management clients can have access to private investment opportunities and multigenerational planning advice, as well as additional client education programs. Kristen Bauer, Laird Norton Wealth Management CEO, leads the new entity. Deb Wetherby continues as Wetherby’s managing partner. We are unified in our commitment to creating an exceptional and unrivaled firm that takes extraordinary care of our clients, owners, communities and the planet. Both companies’ names are still in use for the time being. Laird Norton Wealth Management and Wetherby Asset Management will remain in effect. We are concentrating on making simple, systematic changes that offer maximum value for our clients. You can learn more by visiting the Laird Norton Wealth Management website. Or you can send your inquiries to [email protected]. About Wetherby Asset Management Since 1982, Wetherby Asset Management has been all in. We've always been about providing exceptional customer service. We've expanded and grown our services. But we’ve never lost sight of that commitment. We prioritize your goals.

 

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