How to Find an Ethical, Fiduciary Wealth Manager in the Bay Area

The mission of our wealth management firm is to offer comprehensive, holistic financial advice to affluent families. We are a leading wealth manager in the San Francisco Bay Area, offering personalized advice and thoughtful financial planning governed by our ethical and fiduciary obligations to our clients.

What Is Comprehensive Wealth Management?

Wealth management offers clients comprehensive services that can include:

  • Investment management
  • Financial advice
  • Tax guidance
  • Estate planning
  • Family legacy planning
  • Retirement planning
  • Charitable giving planning

A wealth manager must coordinate a team of experienced experts to deliver the full range of services required to meet the needs of affluent individuals. As needed, a wealth manager works with attorneys, accountants, and other professionals on your behalf.

A wealth manager should employ strategies that reflect each client’s financial goals and risk tolerance. Any financial plan that a wealth manager formulates should incorporate all the relevant parts of a client’s life. First and foremost, a wealth manager must act in the client’s best interests when offering personalized financial advice.

At Fairview Capital our mission statement speaks to our ethical commitment to act as fiduciaries for our clients, free of any hidden agendas.

If you would like to talk with a member of the Fairview Capital team, please contact us.

Who Do We Serve? Here are some illustrative “clients” and what they were seeking when they came to us. If you identify with any of them or their needs, we’d love to talk with you.

Many of our clients are single women, widows or divorcees, who were initially overwhelmed making decisions about the assets in their portfolios after a life changing event. They came to us looking for guidance on whether or not to sell their home, how to manage current financial assets and how to set up a retirement plan. Often a close family member was supporting them, usually an adult child, and they wanted them to be part of the process from the start.

Another set of clients came to us in their 60’s, approaching retirement. After many years working in professional careers, they didn’t want to outlive their retirement savings, wanted to transfer assets to their children without tax consequences and were looking for guidance on current investments. They needed advice about their long term goals. They wanted to work with an advisor willing to collaborate with their CPA and attorney as well as bring their adult children into the relationship with Fairview as they aged.

We also serve many younger high net worth professionals (doctors, lawyers, business owners) who were looking for near term help managing their cash flow, maintaining their lifestyle and financing their children’s education before they came to Fairview. They wanted to manage the sizable income they were currently earning and the higher tax implications from their increased wealth. Lastly, they wanted to retire early to enjoy the benefits of many years of hard work, so retirement planning was an essential component.

Other clients include young families approaching substantial wealth who are seeking financial advice as they grow their assets. Before working with Fairview, they had never worked with a financial advisor, but were so busy with their jobs and young children that they didn’t have time nor interest in following the market. Establishing a trusted relationship with a firm with a proven track record in long term financial planning that offered a transparent fee structure were key to their decision to select Fairview.

How to Choose a Financial Advisor in Marin County

Affluent investors often face complex financial situations that demand multiple services from a wealth advisory firm. One-size-fits-all solutions won’t cut it — you require comprehensive, personalized support with great attention to detail. To succeed, an advisor must thoroughly understand your financial circumstances and individual preferences.

Trust should be the most significant factor influencing your choice of an advisor and wealth management firm.

Our firm prides itself on its commitment to fiduciary service that ensures we always act on your behalf. We put our fiduciary responsibility in writing and adhere to it at all times. Fairview will always put your interests first.

Most importantly, our fee structure is completely transparent. You’ll always know what you’ll pay for our services.

Fairview’s investment decisions are backed by rigorous research. Our accomplished team of in-house analysts focuses on actively monitoring portfolio holdings and making sound investment decisions for clients.

We are pleased by the many strong referrals we receive. We are proud to have received high marks from so many of our clients. Our clients appreciate the scope of financial services we provide, our close monitoring of their investments, and our availability for scheduled and impromptu meetings.

We Welcome Your Inquiries for Bay Area Comprehensive Financial Planning and Wealth Management

One of the reasons Fairview Capital is a leading personalized wealth management firm in Marin County is how we help our clients achieve their financial and life goals. We take the time to get to know you, understand your concerns, and work with you to map out the services you require. If you’d like further information, please contact us.

We look forward to hearing from you and exploring the many ways we can grow and protect your wealth for you, your family, and future generations.

The information contained in this communication is provided for general purposes only, and was prepared in reliance on independent, third-party sources that Fairview Capital Investment Management, LLC (“Fairview Capital”), an SEC-registered investment adviser, believes are reliable. Nevertheless, Fairview Capital does not guarantee its accuracy or timeliness of any information provided herein. The information reflects subjective judgments, assumptions and Fairview Capital’s opinion on the date made and may change without notice; Fairview Capital is not obligated to update this information. Nothing in this communication should be construed as investment or tax advice, a solicitation, offer, or recommendation, to buy or sell any security. Investment management services are offered only pursuant to a written investment management agreement, which investors are urged to carefully read and consider in determining whether such agreement is suitable for their individual needs and circumstances. The information in this communication should not be construed as an endorsement, recommendation or sponsorship of any company or security. If this post mentions a specific investment or security, we or our affiliates may have a position in that security (either long or short), and we may profit from a price change in that security.

Investment management and advisory services–which are not FDIC insured–are provided by Fairview Capital. Any links provided to other sites are offered as a matter of convenience and are not intended to imply that Fairview Capital or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see Fairview Capital’s Form ADV Part 2A and Form CRS for important details.

  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250
    Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A
    Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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