Founded in 1990, Wetherby Asset Management is a leading independent advisory firm that provides sophisticated investment management and comprehensive wealth planning services. From our headquarters in San Francisco and office in New York City, we serve the unique needs of high net worth individuals, families and institutions throughout the U.S. We are dedicated to putting our clients first, which guides our decision making and culture, and allows us to build long-term, caring and trusted relationships.
Why We're Green
Our firm is committed to be a responsible steward of the environment, and to enable our clients, our team and our community to do the same. Our sustainability focus addresses four key areas. 1) Our clients: We offer holistic impact investing services that allow clients to use their capital in support of social, environmental and financial return objectives. Our comprehensive approach to wealth management also supports our clients’ philanthropic activity and grantmaking. 2) Our employees: We support our employees by matching their philanthropic donations, hosting multiple volunteer events throughout the year and supporting ongoing campaigns and surveys to educate and encourage best practices. 3) Our office: We use environmentally-friendly products such as energy efficient bulbs and appliances, non-toxic cleaning products and 100% recycled materials. We also have green office facilities which include bike lockers, composting and recycling. 4) Our community: We leverage our role as a values-aligned company to exemplify and advocate for environmental best practices from our suppliers, our industry and our broader network. We are grateful for expert communities like SF Green Business and B Corp to help systematically evaluate and improve our impact.