Weatherly Asset Management

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Weatherly Client Portal

Fidelity

Charles Schwab

Fidelity Charitable Gift Fund

Welcome to Weatherly

About Our Firm

Client Relationship Summary - Form CRS

As an independent, fee-only registered investment advisory firm, Weatherly’s team of experts offer a range of solutions through a spectrum of financial services unique to our clients and their personal financial goals.

About Our Firm

Client Relationship Summary - Form CRS

Barron’s Top 1200 Advisors
(2020-2024)

Financial Advisor Magazine RIA Ranking
(2018-2023)

Financial Times Top 300
(2017-2020)

SDBJ Best Places to Work
(2022-2023)

Barron's Top 100 Women Advisors
(2022-2024)

Barron's Top 100 Independent Advisors
2024

Select a team member below to learn more

Our Services

Critical to the success of an investment strategy are the original framework and ongoing design provided by your investment manager for your individual investment needs.

SEE OUR SERVICES

Customized, Tax-efficient Portfolios

Financial, Family and Business Planning

Philanthropic Strategies

Wealth and Estate Guidance

Client Dialog and Education

SEE OUR SERVICES

Creating an oasis of calm through education and understanding

What to Expect as a Client

Our dedication to our clients is what sets us apart. Here’s what to expect when you partner with us:

Open Dialogue
A Personalized Approach
A Dedicated Team

Education
Efficiency
Security

Our Approach

We leverage The Ripple Effect

What We're Talking About

VISIT THE BLOG TO READ MORE

The World & WAM: 30 Years in Review

AI Investments & Landscape: Wading Through the Hype

Expanding Horizons: The Benefits of Adding International Equities to Your Portfolio

Who We Work With

We’re proud to work with a diverse group of successful business owners and professionals

Entrepreneurs and Small Business Owners

Get the financial guidance you need while working hard to build your business from the ground up.

For business owners we often provide:

Corporate structure review
401(k)s establishment
Retirement planning to maximize income and returns
Advice for transitioning or selling a business

Working Wealthy

Focus on your profession and business while having confidence in their financial matters by delegating wealth management to our team of experts.

For working wealthy clients we often provide:

Asset protection
Estate planning
Family dynamics surrounding wealth transfer to the next generation

Women

As a firm majority-owned by women, we work with a diverse group of female business owners and professionals as well as those in transition (death or divorce).

We provide comprehensive advice to women across a number of areas whether you are creating your wealth, inheriting assets from a loved one or taking over a portfolio previously managed by a partner.