Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder at Wetherby Asset Management, is leading the office and team at our new location in Century City.
Wetherby Asset Management Opens Los Angeles Office
June 23, 2020
Wetherby Asset Management proudly announces the opening of a new Los Angeles office, which will join their 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.”
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. Their 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.