Wealth Management


530 Lytton Ave 2nd Floor,
Palo Alto, CA 94301

About Wealth Management

Successful individuals and families understand the value of professional advice in achieving their financial goals. For more than a century, we have helped multiple generations navigate the opportunities and challenges that come with significant financial assets through innovative thinking.

As a Private Wealth Management client you are supported by a dedicated team of experts who understand and anticipate your needs, making sure that every contact you have with us is valuable. Additionally, financial planning and investment management needs differ from individual to individual based on priorities, life circumstances and assets. As such, PALOALTO provides two levels of its Private Wealth Management offering, both with many valuable services and benefits:

Private Wealth Management:

Designed for clients with $1MM-$5MM in investible assets

Financial Planning – Your advisor leads the discovery around your circumstances and employs industry-leading planning solutions to ensure that your plan reflects your and your family’s specific goals and objectives, is in line with your values and enhances your financial well-being.

Quality investment management and advice – We adhere to a straightforward and disciplined process when selecting investments. The investment strategies we deliver are tailored to your individual financial goals, however simple or complex those may be.

Complete banking and cash management services – These include portfolio checking, savings, CDs and safe deposit storage, as well as comprehensive statements that provide a consolidated view of multiple accounts.

Customized lending solutions – Your status entitles you to an expanded product offering, preferred rates and expedited lending options*.

Exclusive mortgage solutions – Private Wealth clients have access to priority processing and a dedicated mortgage service center.

Access to private events – Look for invitations to customized entertainment and educational experiences that reflect your interests, as well as the personality of your local area.

Client Care Center – Our highly trained staff are available by phone seven days a week with extended hours into the evenings, weekends, and select holidays to assist Private Wealth clients with any need.

Private Wealth Management Reserve:

Designed for clients with $5MM-$25MM in investible assets

All of the same benefits of Private Wealth Management plus:

  • Access to specialized expertise in all financial planning and investment management areas, such as Trust Advisors knowledgeable in philanthropy and estate planning issues and Credit Advisors who can advise on strategic uses of credit. Due to the expertise and depth of your entire team you will be exposed to sophisticated strategies and products that address the complexities and tax considerations of clients with significant wealth.
  • A personalized, tax-efficient cash flow plan that coordinates with your legacy and wealth transfer goals
  • Access to exclusive events featuring industry experts and thought leaders
  • The opportunity to gain market insights from and engage in dialogue with PALOALTO’s Chief Investment Officer
  • Personal excess liability insurance offering with a premiere insurance product.
  • Concierge level services including fraud response and tax planner liaison services
  • Healthcare advocacy services that provide comprehensive, personalized solutions for an improved healthcare experience