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.
Robasciotti & Philipson
Acquisition in 2021
Robasciotti & Philipson is a woman-owned wealth management firm based in San Francisco, dedicated to providing comprehensive asset management services. The firm emphasizes a client-centric approach, prioritizing education and active listening to ensure that clients' financial and life goals are met. By fostering strong relationships and gaining a deep understanding of each client's values and priorities, Robasciotti & Philipson crafts personalized investment strategies that reflect these principles. The firm is also committed to social justice, offering investment opportunities that focus on racial, gender, economic, and climate justice. This commitment allows individuals, institutions, and financial advisors to engage in impact investment solutions that generate both personal and collective benefits.
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