United States, United Kingdom
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. In 2021 we joined forces with Laird Norton Wealth Management and jointly manage $15 billion in assets.
Fee only firm.
Over 20 years dedicated to serving clients through all stages of their financial lives, making sure that their investments align with their goals. Supporting clients through major life transitions and helping streamline the complexity that comes with it.Contact this advisor