- About Us
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Our Team
- Gabriel F. Burczyk, CEO
- Valerie DeVol, President
- Doug Hutchinson, Director of Research & Trading
- Declan Lynch, Certified Financial Planner®
- Jesse Hindson, Certified Financial Planner®
- Molly Wagner, Client Services Manager
- Angel Barrientos, Senior Client Service Associate
- Nick Goldthorpe, Senior Client Service Associate
- Sydney Shaw, Client & Community Liaison
- Community
- Events
- Blog
- Contact Us
Community Events
Let's Assemble! Join us in supporting Mill Valley and Marin County non-profits, woman-owned businesses, environmental impact, and cultural groups. Together, let's inspire and empower the community through events, volunteering, and awareness campaigns.
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Let's Assemble!
We hope to see you at one of our upcoming events.
6-8 PM
Nature's Roundtable Series
Wednesday, October 29, 2025
Join us for Nature’s Roundtable, a Bay Area series where The Nature Conservancy and partner voices show how proven, nature-based solutions help us both mitigate and adapt to climate change.
6-8:30 PM
An Evening with Shannon Watts and Her New Book FIRED UP
Thursday, November 13, 2025
Please us for an intimate and inspiring evening with Shannon Watts, author, activist, and change maker, as she shares insights from her latest book, FIRED UP: How to Turn Your Spark into a Flame and Come Alive At Any Age.
These companies are not endorsing/affiliated with Assembly Wealth.
Previous Gatherings
Explore our past events to see how we shaped our community together. From educational seminars to lively meet-ups, these moments have brought us together, fostering connections and enriching our collective experience.
1 min read
Nature's Roundtable Series
Aug 26, 2025
Shannon Watts on Activism and Her New Book FIRED UP
Aug 1, 2025
Breaking Waves, Building Dreams: The NASIMA Campaign
Jul 30, 2025
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Together, we can create a future that's not only financially prosperous but also rich in connections and communal contributions.
Let's build a brighter, more empowered future together.
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