Abacus Wealth Partners
Abacus Wealth Partners, LLC is a financial services firm based in Santa Monica, California, specializing in investment advisory and wealth management services. Founded in 1999, the company offers a comprehensive range of services, including insurance planning, philanthropy and charitable giving, concentrated stock planning, private real estate, and business ownership services. In addition to wealth management, Abacus provides investment management and estate planning services, which encompass relationship planning and financial checkup services. The firm operates additional offices across the United States, reflecting its commitment to serving a diverse clientele.
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Robasciotti & Philipson
Acquisition in 2021
Robasciotti & Philipson is a woman-owned wealth management firm based in San Francisco that specializes in comprehensive financial services. The firm is distinguished by its commitment to understanding clients' values and priorities, ensuring these elements are reflected in their personalized investment strategies. By prioritizing education and active listening, Robasciotti & Philipson fosters strong relationships with clients, guiding them towards achieving their financial and life goals. The firm is dedicated to socially responsible investing, focusing on opportunities that promote racial, gender, economic, and climate justice. This approach enables clients to pursue both individual financial success and collective social impact through their investment choices.
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