For 240 years BNY Wealth has helped successful individuals and families build, manage and sustain their wealth across generations and market cycles. Our Sand Hill team has deep experience advising Silicon Valley founders, executives, and professional investors on their unique needs. We bring a holistic approach to wealth management, addressing balance sheet asset optimization, cash flow requirements, income and estate tax planning, and other critical financial concerns. Our team of Wealth Managers builds collaborative, proactive client relationships, taking into account each client’s distinct needs, tailoring solutions to meet them and maintaining an unbiased fiduciary mindset throughout.
Our Wealth Management Services in Menlo Park
Contact
Office Phone:
(650) 233-1200
3000 Sand Hill Road
Building #3
Suite 290
Menlo Park, California 94025
Chris Brown
Market President
IN THE MENLO PARK COMMUNITY
49ers EDU STEAM Champions Program
Helping the local community is a priority. The Menlo Park team volunteers for 49ers EDU STEAM (Science, Technology, Engineering, Art, Math) program which leverages the game of football and Levi’s Stadium to expose young children to concepts and careers in STEAM.
ACTIVE WEALTH
OUR SOLUTIONS IN MENLO PARK
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1The Average Investor Value of $63.7M is derived by growing a $20m portfolio by 5.9% per year for 20 years. 5.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2021 report. Utilizing rebalancing, asset allocation, asset location, objective driven investing and staying invested a portfolio could increase their growth rate by 1.7% to 7.6% and grow their portfolio to $87.5M vs the average investor portfolio of $63.7M.
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