About our Menlo Park Office

Our Silicon Valley Sand Hill office has been the epicenter of Valley investing for over 40 years. Conveniently located near the intersection of Sand Hill Road and the 280 freeway, the office offers a deep pool of talent with extensive, long-term knowledge of Silicon Valley and its unique culture, as well as broad wealth planning and investment expertise. Our Sand Hill team has extensive experience working with entrepreneurs, tech company executives, venture capitalists, attorneys and CPAs. We bring a holistic approach to wealth management, addressing balance sheet asset allocation, cash flow requirements, income and estate tax planning, and other critical financial concerns. Every one of our Wealth Managers builds friendly, proactive client relationships, anticipating each client’s distinct needs, tailoring solutions to meet them, and maintaining an unbiased fiduciary mindset throughout.

Want to talk to someone in our Menlo Park office?


Address

3000 Sand Hill Road, #3-290
Menlo Park, CA 94025

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM PT

Contact

Office Phone: 650-233-1200

Our Menlo Park Team