Karen Leech, CPWA, GFP Fellow

Wetherby Asset Management
Wealth Manager & Shareholder
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580 California Street, 8th Floor, San Francisco, CA 94104
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Professional Details

Countries of Focus

United States, United Kingdom


Wealth Management

Business Description

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.

Ideal Clients
Our clients are smart, caring people with strong values, who appreciate Wetherby’s aligned organizational culture and choose us for our depth, breadth and sophistication of services. Many of our clients are affluent families that don’t want to entirely outsource decision-making about wealth but, given their busy personal and professional lives, require access to the right information to stay informed and engaged.
Ways Advisor Charges

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.

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