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Our wealth management practices focuses primarily on serving individuals and families with significant financial assets and more specialized planning needs. Our clients are mostly successful business owners and corporate executives and most often, they come to us because they are in the process of selling a business, retiring or are planning for a major liquidity event. Our in-depth planning process follows a comprehensive model based on a number of absolutely key wealth management issues which we have identified as effecting most wealthy families and affluent clients we represent.

Marcus C. Fagersten
Marcus C. Fagersten

Senior Vice President Wealth Management
415-954-5985

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Christopher D. Scroggins

Senior Vice President Wealth Management
Wealth Advisor
415-954-6854


Olga Vaillant

Senior Client Service Associate
415-954-5982


Victoria K. Chu

Senior Client Service Associate
415-954-6848



Marcus Fagersten and Chris Scroggins

555 California Street
34th + 46th Floor
San Francisco, CA 94104

415-954-5985
415-954-6854
201-318-4701 fax


Marcus C. Fagersten

Senior Vice President Wealth Management
Christopher D. Scroggins

Senior Vice President Wealth Management
Wealth Advisor
Olga Vaillant

Senior Client Service Associate
Victoria K. Chu

Senior Client Service Associate
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