Opes Wealth Management

Founded in 1937, Osborne Partners Capital Management is a Menlo Park, California-based firm specializing in sophisticated investment management and comprehensive financial planning. With $2 billion in assets under management and a team with an average of 24 years of industry experience, the firm offers tailored wealth management solutions for ultra-high net worth individuals, high net worth clients, and institutions across 30 states. Osborne Partners distinguishes itself through a multi-asset class investment approach, active tax-efficient management, and dedicated certified financial planners. The firm is committed to preserving and enhancing client legacies, providing customized investment policies, retirement planning, and consulting services for private foundations and non-profits. Generated from the website

Nelson Roberts Investment Advisors is a trusted financial firm based in Menlo Park, CA, offering asset management and wealth management services. With decades of experience, their team of experts provides personalized guidance to help clients achieve their financial goals, making informed decisions and avoiding potential pitfalls along the way. Through a proactive approach to holistic financial planning and portfolio management, Nelson Roberts Investment Advisors allows individuals to focus on their families and careers, while they handle rigorous analysis in asset selection and take a multi-generational approach to managing wealth.Generated from the website