Friedman & Associates

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1744 Novato Blvd Ste 200
Novato, CA 94947
+1 (415) 493-5900
https://www.wealthspire.com

Friedman & Associates, based in Novato, CA, is a wealth advising firm dedicated to helping clients optimize their financial lives through comprehensive financial planning and investment solutions. Founded in 1995, the firm boasts a team of 370 professionals managing approximately $294 billion in assets under management.

With a focus on individual and family needs, as well as specialized services for executives, attorneys, business owners, and charitable investors, Friedman & Associates emphasizes building strong relationships with clients to understand their unique goals. Their expertise extends to areas such as estate planning, business succession, and ESG investing, ensuring tailored strategies for a diverse clientele.

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"Gary and his team have been invaluable for my family. Here is the biggest compliment I can give: My mother was the first to use his financial consulting services, then my sister, then another..."
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