Wetherby Asset Management

Wetherby Asset Management (Wetherby) is a wealth management firm headquartered in San Francisco, California. Established in 1990, the firm provides its services by forming partnerships built on trust and thoughtful advice. The firm offers asset allocation, cash flow analysis, tax and estate planning, retirement planning, insurance analysis, and equity ownership and stock options advice. It invests in public equity, fixed markets, alternative investments. The assets of the firm are managed by the executive management team.