Wealthspire San Rafael
100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
(415) 526-2900
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.
Financial Guidance to Help You Make Sound Decisions
Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.
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
San Rafael, California
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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