Blog

September 18, 2014

Worldview Opens New San Francisco Office to Serve Bay Area Cross-Border Clients

We are pleased to announce that we have recently opened a Worldview office in downtown San Francisco in order to serve our rapidly growing client base in the Bay Area.

 

The San Francisco location will be the main office of our Cross Border Wealth Advisory group, our team of senior advisors who provide highly personalized investment and wealth planning advice to wealthy families who have an international wealth profile – they generally have personal and financial relationships with both the United States and at least one other country. The majority of these clients are internationally born professionals who now work (or previously worked) in the U.S.

 

“The Bay Area has long been the location where the majority of our new clients live, and we are excited to now have our premier wealth advisory team based there. Going forward, we believe that our new permanent location in the Bay Area will enable us to better serve our rapidly growing client base”, said Andrew Fisher, Worldview’s President and Senior Wealth Advisor.

 

Worldview Wealth Advisors is an independent wealth advisory firm focused on delivering investment management and wealth planning advice to internationally oriented families, from offices in San Francisco, Portland, and Amsterdam.