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

Deb Wetherby

Scott Dresser

Preeti Chamber

Aditya Maheshwari

Amy Jones

Aaron Mirandon

Marie Antonette C. Pastor

Brandon Gonzalez

Patrick Callihan

Cfp® Nick Kanzaki

Laura Pantaleo

Jennifer Chan

David Ferguson

Kerina Koch

Heather Bautista

Steve Janowsky

The Wealth Management Team at Wetherby Asset Management provides personalized investment advice and comprehensive wealth planning tailored to the unique needs and priorities of affluent families and individuals. Leveraging a collaborative approach that combines the expertise of seasoned wealth managers, analysts, and associates, the team offers objective and unbiased financial counsel to help clients achieve their financial goals and preserve their wealth for future generations.

Wealth Management Team

Client Services

Operations Team

Wealth Management Team

About

Team members

Other teams at Wetherby Asset Management

Client Services

Operations Team