Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth famil ... ies and individuals. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities. Wetherby is an independent SEC Registered Investment Advisor that manages over $5 billion in assets as of January 1, 2020. We are headquartered in San Francisco with additional offices in New York and Los Angeles. Please see https://wetherby.com/disclosures/ for important disclosures. read more