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TOP 30 Private wealth services in Santa Monica, CA
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Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank located in Santa Monica, California, is dedicated to helping individuals and families achieve their wealth goals. With expertise in working with business owners, corporate executives, and modern families, our team is committed to providing personalized advice for unique needs and situations. Our Market Leader, Omid Noori, emphasizes empowering clients to leave the legacy they envision. Additionally, U.S. Bank believes in giving back to the community through charitable donations and volunteer work. Investment and insurance products are available through U.S. Bancorp Investments, and our team does not provide tax or legal advice. We strive to help clients manage concentration risk in their portfolios and diversify their investments. As an Equal Housing Lender, U.S. Bank is dedicated to providing quality financial services to our clients.
City National Bank
City National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.
Adero Partners
Adero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.
Merrill Lynch Financial Advisor J Geoffrey Grant
Merrill Lynch Financial Advisor J Geoffrey Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers credit and lending services through Bank of America, N.A., and provides customized consulting, wealth planning, lending, and investment advice to private investors, pensions, foundations, endowments, and businesses. The team at Merrill Lynch Wealth Management focuses on understanding each client's goals, priorities, and financial situation to create a personalized financial approach that reflects their unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps clients manage, grow, and preserve their wealth while considering the impact for years to come. The team at Merrill Lynch Financial Advisor J Geoffrey Grant is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
Merrill Lynch Financial Advisor Sherry K Grant
Merrill Lynch Financial Advisor Sherry K Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer a range of services including credit and lending through Bank of America, N.A. and personalized wealth management advice. The team at Merrill believes in getting to know their clients personally to create a customized financial approach that reflects their goals and priorities. With over 60 years of experience in financial services, the Grant Team provides tailored consulting, wealth planning, lending, and investment advice to a range of clients including private investors, pensions, foundations, and businesses. They use a Goals-Based Wealth Management Process to adjust for changes in clients' needs and the investment climate. The team also offers the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. By understanding clients' needs, goals, personalities, and backgrounds, the team at Merrill Lynch provides specifically designed advice in an understandable manner to help clients achieve their financial goals.
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