Holly Street Wealth Information

An uncommonly thoughtful and service-oriented advisory firm. Collaborative as a multi-disciplinary team of Registered Investment Advisers (RIA), wealth managers, financial analysts, and business builders. Trusted as confidants with details of financial history to guarded family secrets to personal hopes and dreams. Experienced in providing well considered, integrated advice in an ever changing and increasingly complex investment environment. Committed to helping our clients simplify the world of investments and financial management so that they can preserve and build their wealth to more comfortably and freely live their lives. FIRM AND FOCUS Founded in 2013, Holly Street Wealth is an independent and privately held Registered Investment Advisor with the State of California Department of Business Oversight. We offer comprehensive wealth management solutions, strategic consulting services and financial planning for wealthy individuals and families as well as foundations. Four members of the core team have over 75 years of combined experience in providing management, investment advice and portfolio construction help to successful individuals, families and a variety of institutional investors including foundations and endowments in the US and in over a dozen countries.We believe in the importance of understanding each client’s unique financial goals and risk and return profile. We pride ourselves on our commitment to personal service and customized solutions for our client’s wealth management needs. BENEFITS / ADVANTAGES OF A BOUTIQUE Big firm experience but prefer boutique quality service. * Higher level of personal service * Solutions truly customized to client situations and needs * Increased frequency of communication to serve client preferences * Not confined or required to sell specific products * Greater flexibility, nimbleness and resulting responsiveness * Focused on value created and delivered, not margins and quotas