Press & Accolades

We are proud to be featured in articles covering a range of topics and to be ranked amongst the top advisory firms in the nation. Please read important disclosures by clicking here.

In the Press

Lasting Impact

November 2015 | Financial Advisor

“What’s interesting is clients’ interest in impact runs the gamut…. Across almost all asset classes, there are a sufficient number of high-quality opportunities so we will be able to meet clients’ needs and goals.” – Justina Lai

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From the C Suite with Wetherby Asset Management CEO Debra Wetherby

June 2015 | Investment News

Along the challenging route toward building a $4B advisory firm, the CEO transformed herself into a more patient and nurturing leader.

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For Biggest RIAs, Saying No Has a High Price

January 2015 | Financial Planning

“We treasure our independence and feel like that is part of what helps us control our own destiny and keep clients the focus.” – Deb Wetherby

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‘Impact Investing’ a Competitive Edge for Wetherby

October 2013 | Financial Planning

Read about the increased demand for impact investments in portfolios and what it means for those investors.

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Why Planners Should Accelerate Income in 2012

January 2012 | Financial Planning

In early 2012, Deb Wetherby discussed tax and income strategies with Financial Planning Magazine.

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