Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for families and individuals with significant wealth. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.

As of January 2022, our firm has joined forces with the highly regarded Seattle-based Laird Norton Wealth Management, expanding our expertise in a variety of wealth management disciplines.

Please see https://wetherby.com/disclosures/ for important disclosures.

Investment Management

Wetherby Asset Management

Wetherby Asset Management's headquarters in San Francisco, CA, United States

Deb Wetherby

Scott Dresser

Preeti Chamber

Aditya Maheshwari

Brandon Gonzalez

Cfp® Nick Kanzaki

Laura Pantaleo

Jennifer Chan

David Ferguson

Kerina Koch

Heather Bautista

Steve Janowsky

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People (22)

Deb Wetherby

Steve Janowsky

Lisa Spaulding

Theresa Arroyo

Christy Wu

Heather Bautista

Kaitlyn Dong (Khanh-Thi)

Kerina Koch

Patrick Callihan

Mason McCollum

Max Schulte

Robert Basso

Stephen Morris

Vivian Rodas

Aaron Mirandon

Amy Jones

David Ferguson

Chanel Griffith

Aditya Maheshwari

Jennifer Chan

Andrea Huerta

Laura Pantaleo

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