San Rafael Asset Management
Your financial life. It’s a marathon, not a sprint.
Wherever you are on your life’s journey, we are ready to partner with you. Helping you build and enjoy the life you want is our focus, and we pride ourselves on the strength of the relationships we build with our clients and our team.
Like you, we are parents, siblings, spouses, friends, and community members so we understand the challenges you face. Whether you’re preparing to send your children off to college, looking to retire, going through a divorce, starting – or selling – your business, we are here beside you, every step of the way.
Wealthspire San Rafael
100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
(415) 526-2900
Get in Touch Today
Financial Guidance to Help You Make Sound Decisions
Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.
Our Services Include:
- Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
- Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
- Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
- Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
- Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
In the Community
Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.
- Alzheimer’s Foundation of America
- American Cancer Society
- American Red Cross
- Amigos de las America Peninsula Chapter
- Bay Area Rescue
- BLX
- Canal Alliance
- CFP Board of Standards
- China Camp
- Cristo Rey
- Doctors without Borders
- Foundation For Financial Planning
- Humane Society US (HSUS)
- Marin Humane Society
- Marin Museum of Contemporary Art
- Marine Mammal Center
- Maui Food Bank
- Maui Humane Society
- Petaluma River Park Foundation
- Pleasant Valley Elementary PTA
- Resilient Neighborhoods
- Resource Area for Teaching (RAFT)
- San Francisco Marin Food Bank
- San Francisco SPCA Development Department
- St. Anthony’s
- Tribe Rising India
- UCSF Foundation
Our San Rafael Team
Associate, Data Operations
Managing Director, Bay Area Office Lead
Assistant Vice President, Client Service Manager
Managing Director
Assistant Vice President, Investments
Office Coordinator
Assistant Vice President, Client Service Manager
Client Service Associate
Vice President, Investments
Managing Director
Strategic Advisor, Investment Committee
Client Service Associate
Senior Vice President
Senior Strategic Advisor
Managing Director
Senior Advisor Associate
Client Service Associate
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
SVP, Head of Trading, Portfolio Management, and Risk Management
Director, Human Resources
Senior Vice President
Senior Vice President
Senior Advisor Associate
Office Manager
Managing Director
Senior Marketing Coordinator, West Region
Managing Director, West Region Leader
Consultant, Regional Head of Business Development
Senior Client Service Associate
Director, IT
Senior Advisor Associate
Assistant Vice President
Senior Vice President, Client Service Manager
Managing Director
