Wetherby Asset Management Joins Forces with Laird Norton Wealth Management

Wetherby Asset Management is excited to announce that we have joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines.

Blending these two firms allows us to invest in technology and resources to enhance our systems and client experience, and to evolve our service offerings to meet the changing needs of our clients and their families.

Of particular note, Wetherby clients have the option of having trusts administered through our affiliation with Laird Norton Wealth Management. You also have access to additional client education programs, private investment opportunities, multigenerational planning expertise, and real estate investment consulting.

Laird Norton Wealth Management CEO Kristen Bauer is leading the combined entity, and Deb Wetherby continues to serve as Wetherby’s managing partner, guided by our shared commitment to create an extraordinary and unrivaled organization focused on taking exceptional care of our clients, our colleagues, our owners, our communities, and our planet.

For now, our respective names  – Laird Norton Wealth Management and Wetherby Asset Management – will remain in place as we focus on simple, methodical changes which provide the highest value to our clients.

We invite you to learn more by visiting the Laird Norton Wealth Management website or dropping us a line with your questions at [email protected].

Since Wetherby Asset Management was founded 32 years ago, we have remained committed to exceptional service, which drives everything we do. While we continue to grow and expand our services, that commitment lives on – as defining and achieving your goals will always be our top priority.

Disclosures

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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.

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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.

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