We’re Now in Los Angeles!

Wetherby Asset Management Opens Los Angeles Office

Wetherby Asset Management proudly announces the opening of a new Los Angeles office, which will join our San Francisco headquarters and New York City office to provide exceptional wealth management services to clients throughout the country. While initially operating virtually in the interest of public health and safety, our new office location is at 1801 Century Park East, Suite 2500, Los Angeles, CA 90067.

“We’re thrilled to open an office in Century City as it brings us closer to many of our existing clients and the many capable professionals serving the Los Angeles community,” said Deb Wetherby, CFA, CFP®, CEO, Wealth Manager and Shareholder. “For over 30 years, we have grown our business of providing objective advice to wealthy families with a talented team and strong community relationships, and we look forward to building on that approach as we grow our presence in Southern California.”

“We’re thrilled to open an office in Century City as it brings us closer to many of our existing clients and the many capable professionals serving the Los Angeles community.”

Heading up the new office will be Wealth Manager and Shareholder, Lauren Wood, CFA, CFP®. Ms. Wood has been with our firm since 2015 and combines her strong analytical background with warmth, amiability and a singular client focus. Backed by the deep resources available at the firm, Ms. Wood supports individuals and families to navigate the complexities of significant wealth, including investment management and estate, legacy, tax, insurance and retirement planning.

Having relocated with her family from New York to Southern California, Ms. Wood is excited to launch this next step in the firm’s growth. “Caring for clients and offering an unbiased, objective approach to their investment strategy and planning needs is the perfect combination,” says Ms. Wood. She is also adept at using impact investing strategies to align clients’ financial and ethical priorities. “I enjoy the additional challenge of seeking social and environmental returns along with financial returns that align with our clients’ values and passions.”

Wetherby Asset Management is a comprehensive wealth management firm, including estate planning, retirement planning and legacy planning. Serving primarily high net worth individuals and families, the firm has over $5 billion in assets under management. Our talented team of professionals strives to provide thoughtful, research-driven advice that meets each client’s unique needs and priorities. Wetherby Asset Management is a Certified B Corporation®, joining a global movement of people using business as a force for good™. Certified by the non-profit organization B Lab, B Corporations meet comprehensive standards of social and environmental performance, transparency and accountability. More information is available online at www.wetherby.com or by phone at 415-399-9159.

Disclosures

All content presented on the Wetherby Asset Management (“Wetherby”) website is for informational purposes only and is from sources believed to be reliable. No warranty is either expressed or implied by its presentation.

This content is not, and should not be, considered a recommendation, offer, nor solicitation of an offer by Wetherby or its affiliates to buy, sell or hold any security or other financial product; nor is it an endorsement or affirmation of any specific investment strategy. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

Information contained in third-party articles was prepared by independent outside parties, and the accuracy of any such information may have changed since the article was published. Unless otherwise specified, opinions expressed reflect those of the author and not of Wetherby. Wetherby does not guarantee the accuracy or completeness of information in these articles and assumes no liability for damages resulting from or arising out of the use of such information. Should any specific funds or securities be mentioned in a third-party article, it may not be reflective of any funds or securities recommended by Wetherby, nor should it be considered an investment recommendation or investment advice. These investment strategies may or may not be appropriate to incorporate in our client portfolios. Wetherby’s analysis is subject to change as information develops regarding specific investment goals, profiles and/or the economic markets. Individual investments typically constitute a minority allocation within a client’s fully diversified portfolio managed by Wetherby.

Wetherby manages portfolios according to each client’s specific investment needs in accordance with a signed investment agreement. Therefore, each client’s portfolio has a unique set of circumstances and, consequently, investment results. Wetherby’s outlook may change if the client provides new information or if there are material changes in the market or investment recommendations. While Wetherby intends to add value to our clients in non-investment related areas of tax and financial planning, we do not hold ourselves out to be practicing income tax professionals or estate planning attorneys. You should consult your tax advisor and/or estate planning attorney for any legal or accounting needs.

To the extent that our website contains information about specific companies, securities and/or investment strategies – including whether they are profitable or not – it is provided only as a means of illustrating a potential investment thesis. It is not intended as a reflection of any securities or funds held by clients nor the experience of any client; the holdings and performance of which may be materially different from any investments discussed. It should not be assumed that any information contained serves as a substitute for, personalized investment advice from Wetherby or an investment agreement.

If a reader has questions regarding the applicability of this information to her/his situation, she/he is encouraged to consult with the professional advisor of her/his choosing. A copy of Wetherby’s current ADV Part 2 & 3 discussing our advisory services, fees and other relevant information is available upon request.

 

Certifications

Wetherby’s status as both a Certified B Corporation® and a Certified San Francisco Green Business is indicative of our commitment to enhanced social, environmental and governance standards. It is not intended to represent Wetherby’s investment capabilities or performance. For additional details regarding Certified B Corporations® please visit www.bcorporation.net; for San Francisco Green Business please visit www.sfenvironment.org/green-businesses.

Social Media

Social media content involving Wetherby and our affiliated people is intended solely for informational purposes. It should not be considered as a recommendation, investment advice, nor an offer or solicitation of services. Links to third-party content are provided for convenience only; Wetherby cannot assure the accuracy or completeness of the information and no warranty is either expressed or implied by its presentation. Neither Wetherby nor our affiliated people are responsible for any third-party content, services, products or information. Please note that as a registered investment advisory firm with the U.S. Securities and Exchange Commission, Wetherby and our affiliated people are restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgments; however, our policy requires that we hide any recommendations or endorsements.

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