Who We Are
You might not expect a financial services firm to use words like caring and passion in its vocabulary. To Wetherby, these aren’t just words, they’re the heart of our culture.
When Wetherby Asset Management was created in 1990, the concept of independent advice was considered a radical proposition.
Our founders wanted to create a new model that rewarded objectivity and results, not the products that were sold. So, we made the decision to separate fees from investment recommendations. A novel idea that became the industry standard.
We’re now one of the leading independent investment advisory firms in the United States. This is how we grew:
We centered on independence and objectivity.
We rewarded exceptional service to our clients.
We created the opportunity for employees to own the company and build a unique culture.
Our business is investment services: portfolio management and wealth planning.
But it’s how we do it that makes the difference. Here’s what you can count on at Wetherby:
A Hands-on Team
We ask thoughtful, insightful questions, listen, and give you the best of our expertise. We’ll take the time to understand your financial objectives and life goals before developing a plan.
You’ll get our thoughtful, considered advice related to your individual needs—now and as they continue to evolve. We have guided our clients through major transitions such as marriage and having children, divorce, the loss of a loved one, job changes and retirement.
We have no in-house products, and we avoid conflicts of interest. The value we offer is unbiased advice. This attracts employees who want to build close client relationships and make great investments, and it attracts clients who want an independent partner in their investment journey.
That’s the bottom line. The combination of investment expertise with a culture of caring and passion produces outstanding results.
One of the largest and oldest U.S. wealth management firms
100% privately owned
Over $4.5 billion of assets under advisement*
offices in san francisco and new york
Approximately 97% client retention rate*
More than 60 employees with complementary and diverse skills*
A New Definition of Success
I was so fortunate to spend the early part of my career as one of 14 female brokers in Morgan Stanley’s Worldwide Private Client Services group at its New York headquarters. Challenging, yes, but a fantastic education. Before that, I’d worked in the audit and consulting departments for one of the largest accounting firms in the world.
When I thought about starting my own investment advisory firm, I wanted to take the best from both these experiences: Wall Street investment acumen with the personal attention and objectivity of accounting. I wanted a third ingredient, though. I wanted to integrate something I’d been fortunate to have in my life: the feeling of being part of a large, close-knit family. I’m lucky to work every day with teammates whose passion and dedication translates into value for every one of our clients.