Wetherby’s main focus has always been their clients. They bring together Wall Street, accounting, and family in a unique way that their clients appreciate with the complexity of investing, objectivity of numbers, and close-knit culture that can be found nowhere else but with family. Wetherby hopes to be there for their clients in all stages of their life and of their finances, such as through trying life transitions like marriage, divorce, loss of a spouse, job change, retirement, and major liquidity events. They educate their clients in investment and financial planning principles and issues so they are engaged and informed throughout the process.
In all of Wetherby’s services, they constantly ask themselves what can they do better and how can they assist their clients better. Some of their services include cash flow analysis, tax analysis, retirement planning, intergenerational wealth transfer and estate planning, charitable giving, education funding, insurance analysis, stock option planning and diversification of concentrated positions. No matter what service, Wetherby’s approach is preservation and steady growth to insure their client’s assets will always be available to themselves and for generations to come.