San Francisco & Northern California Financial Advisors
Our team serves San Francisco and Northern California with tailored guidance for the Bay Area’s professionals, families, and business owners. From investment strategy to estate and business transition planning, we help you organize, grow, and protect what you’ve built.
Wealth Management Services in San Francisco
Across San Francisco and the wider Northern California region, our team works with high-net-worth individuals, families, and business owners who want a more personal approach to wealth management and financial planning. Whether your wealth has come from a career in tech, a company you’ve built, equity that’s grown complicated, or some mix of all three, we help simplify the moving parts so you can stay focused on what matters most.
About Rothschild
At Rothschild Wealth Partners™, our San Francisco financial advisors help Bay Area and Northern California residents manage their money with clarity. Every financial situation is different, so we offer personalized guidance to couples nearing retirement, individuals building wealth for their families, professionals growing assets earlier in their careers, and business owners navigating succession and corporate retirement plans. Since 1908, we’ve taken on these responsibilities so our clients can spend more time on the things that matter to them.
How Does It Start? By Making Sense of Your Money.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.
Meet Your Northern California Wealth Advisor
Clients across San Francisco and the Bay Area work directly with an experienced advisor who knows the region and the financial questions that come with building wealth there. Whether you’re coordinating an insurance strategy, planning your estate, or thinking through a business exit, we’re here to guide you. We’re glad to serve clients in San Francisco, the greater Bay Area, and throughout Northern California.
Who We Help in San Francisco and Nationwide
At Rothschild Wealth Partners™, we work with a wide range of clients: families with generational wealth, successful entrepreneurs, accomplished executives, and people who have steadily built their financial foundations over a career. They come to us for guidance on alternative investments, estate and philanthropic planning, and more. We also support businesses across Northern California with corporate retirement plan consulting, along with business succession, transition, and exit planning.
On My Way
How Did I Get Here?
I've Made It, Now Don't Lose It
Too Wealthy (For the IRS)
Looking For Something Unique and Creative
Life Has Changed
Individuals experiencing major life transitions that impact their financial situation. They need guidance to help adapt their finances to new circumstances, whether positive or negative.
I Hate Taxes
I Am Too Illiquid For the Big Firms
Building a Legacy Beyond My Business
Get in Touch With a San Francisco Wealth Advisor
If you have questions or you’re ready to start your financial journey with us, reach out today. We’re always glad to help San Francisco and Northern California clients organize, grow, and protect their money now and in the future.
