Your Wealth Management Partner

We are here to help you transform financial challenges into opportunities. Our seasoned experts craft personalized strategies to empower you on your wealth-building journey.


Let's Assemble

Specialized Guidance

Benefit from specialized, tailored support to guide you through financial challenges.

Personalized Financial Services

Get a custom financial strategy that aligns with your unique goals, passions, and dreams.

Strategic Approach

Gain financial peace of mind with a strategic road map that goes beyond achieving your goals.

Your goals, passions, and dreams aren't generic. Neither is our approach.

Since 2000, formerly known as WrapManager, we've been turning financial complexities into clear, meaningful paths towards peace, happiness, purpose, and joyful living. As proud members of the Mill Valley and Marin County community, we're not just your financial guides; we're your neighbors, friends, and supporters of the vibrant community we all cherish.

Let's Assemble

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Man Helping Another Climb a RockGain access to our seasoned team of financial experts who are dedicated to helping you navigate the complexities of wealth management. With years of experience in the field, we provide personalized strategies and insights to assist you on your financial journey. Our approach involves careful analysis and a deep understanding of your unique financial circumstances.

A Woman MeditatingEnjoy greater peace of mind through meticulous financial planning. Our team's attention to detail and commitment to thorough planning can help you feel more secure about your financial future. We'll work closely with you to create a robust financial roadmap that not only addresses your immediate needs but also positions you for long-term financial success.

Illustration of a River Through a Mountain ValleyExperience a holistic approach to wealth management that centers around your unique goals and values. Our strategies go beyond numbers; they focus on your aspirations and the legacy you want to leave behind. Together, we'll craft a comprehensive financial plan that aligns with your vision for the future, integrating investment management, tax planning, and estate planning into a cohesive strategy.

Illustration of houses in a nice neighborhood of Mill Valley, CAWe prioritize your financial success with a client-focused, collaborative approach. We uphold integrity and transparency as fiduciaries, and we craft custom strategies to achieve your goals. You'll benefit from our diverse team's expertise, unbiased fee-only structure, and personalized attention. Partner with us for lasting financial support tailored to your evolving needs.

Our Community

Join our vibrant community of curious individuals who are making an impact on critical issues. Access exclusive events and workshops to connect with like-minded members and grow personally and professionally. As part of our community, you'll have access to events where you can share your unique perspective and be part of our supportive space.

Get Involved

 

Proudly Serving Mill Valley & Marin County, California (and Beyond)

Deeply rooted in the Mill Valley and Marin County areas, our role extends beyond wealth management. We are your advocates for the lively Marin County neighborhoods that enrich our lives. We warmly welcome you to our office. Drop by  and share your story!

Assembly Wealth
319 Miller Avenue
Mill Valley, CA 94941

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The Assembly Wealth Team

Meet the dedicated professionals behind Assembly Wealth, who are committed to guiding you on your financial journey.

 

Explore Our Blog

Discover valuable insights on financial strategies and wealth management.

2 min read

Should You “Sell in May and Go Away?”

“Sell in May and go away” is an old stock trading adage that is based on a seasonal pattern demonstrated in U.S. equity...
4 min read

Tax Loss Harvesting and 5 Other Ways to Minimize Taxes

There’s no such thing as a one-size-fits-all financial strategy. A solution that works for someone with a diverse...
4 min read

How To Protect Your Financial Information Online

You’ve worked hard to save and plan for a healthy financial future. Unfortunately, cybercriminals are also hard at work...
 

Connect with Us

Whether you're interested in our personalized financial plans or joining our community events, we'd love to hear from you.