Wetherby Asset Management LLC is pleased to announce that we were named to the CNBC FA 100. In the words of CNBC, the list recognizes financial advisors who “best help their clients navigate their financial lives.”
We are honored to be selected among this diverse group of industry leaders committed to serving a broad range of clients. This fifth annual ranking by CNBC evaluates firms on criteria such as compliance record, numbers of years in business, overall size of staff and number of advisors with professional designations, and total assets and accounts under management.
As of January 2022, Wetherby has joined forces with Laird Norton Wealth Management to expand our expertise across a variety of wealth management disciplines. This combination allows us to invest in our firm and our resources, and to evolve our service offerings to meet the changing needs of our clients and their families.
Our commitment to exceptional service remains at the core of all that we do. While we continue to grow and expand our services, our focus remains squarely on our clients, as defining and achieving your goals will always be our top priority.
Congratulations to the Wetherby team!