Architects of a lasting legacy Private Wealth Management
Connect with your Private Wealth Management team
650-496-7487
775 Page Mill Road
Palo Alto, CA 94304
Smarter choices - delivered with experience, reason and conviction
We believe a well-integrated plan can help provide the direction, focus and confidence you need to navigate any market and address your most complex financial ambitions and aspirations.
As Private Wealth Advisors, we marshal resources from around the globe to give you every opportunity to pursue a life of fulfillment. And we work closely with your other advisors to make sure that our advice is consistent across all areas of your financial life. Talk to us about how we can help you build the legacy that lasts for generations, perhaps centuries.
Vanessa Anderson and Jean Gannon have been recognized as industry leaders.
- Barron’s Hall of Fame Advisors, 2019
- Barron's Top 100 Women Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019
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