Our Private Wealth Management practice is a distinct group within Ashfield Capital Partners LLC serving clients with $2 million or more to invest. We create customized investment portfolios directly suited to your unique circumstances and focused on after tax returns, as we have since our company’s inception. We manage your investments so that you spend more time with family, on favorite causes, or focused on your career. Why Work With Us?
By thoroughly learning each client’s financial situation through a rigorous financial planning process we can best act as your trusted personal guide, working closely with an existing network of financial professionals or helping you create one if called for. Our experienced portfolio team continuously seeks investment opportunities through research, including private alternative investments where appropriate. Our mission is to help you grow and protect wealth over the long term. PWM Portfolio Process
“Increasingly our competitors are forcing clients into categories and relentlessly cross-selling financial products. We prefer an individualized approach, our portfolio managers working directly with you to customize your portfolio and procure best in class solutions for all of your financial needs. I look forward to meeting you and introducing the team that will help define your goals and develop the plan to accomplish them. Come and learn why our clients have trusted us to be their investment manager for decades."
Meet Our Team
- Peter A. Johnson, Director of Private Wealth Management
If you would like to learn more about how our Private Wealth Management services can help you, please email Lyman Howard at firstname.lastname@example.org or call us at 415-391-4747.