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  1. US
  2. CA
  3. San Francisco
SUMMARY   Services Excellence Summary

Wetherby Asset Management announces that it has teamed up with Laird Norton Wealth Management in Seattle, which will allow us to expand our wealth management expertise. Combining the two companies allows us to make investments in technology and other resources that will improve our system and customer experience. We can also evolve our services to address changing needs of clients and their families. Wetherby clients can have trusts managed through Laird Norton Wealth Management, which is a special option. Access to private investment opportunities and multigenerational planning advice, as well as additional client education programs, are available. Kristen Bauer, Laird Norton Wealth Management CEO, is now leading the new entity. Deb Wetherby remains Wetherby’s managing partner. We share a common commitment to creating an exceptional and unrivaled organization that takes extraordinary care of clients, owners, communities and the planet. Our respective names, Laird Norton Wealth Management, and Wetherby Asset Management, will continue to be in effect. We are focusing on making simple, systematic changes that provide maximum value for 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]. Wetherby Asset Management has been around since 1982. We have always maintained a commitment to providing exceptional customer service. We continue to expand and grow our services. However, this commitment is still strong. Our top priority will be achieving your goals.

 

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Wetherby Asset Management Reviews: 2. Average Rating: 5.0
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