Our Culture of Caring, Passion and Competence
Produces an Exceptional Client Experience


Wetherby Asset Management is dedicated to providing exceptional wealth management services by forming partnerships built on trust, understanding and thoughtful advice. For more than 20 years, we have been offering objective perspective, personalized planning and sophisticated investment management to individual investors and families as well as pension plans, foundations and endowments. Our advice, services and solutions are designed to stand the test of time.

At Wetherby, we are committed to each client's well-being.  

Latest News

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Wetherby Asset Management

Schwab IMPACT® Best-in-Business
Award Winner

Wetherby Asset Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, verify or endorse information distributed by Wetherby Asset Management. The Best-in-Business Award, part of Schwab's IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Wetherby Asset Management with respect to its investment advisory and other services.