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Herrick Wealth Advisory

EST. AUM
$100,000,000

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Firm Details

Metro area San Jose
CRD Number
Website herrickwa.com
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Overview

Herrick Wealth Advisory is an independent fiduciary wealth management firm headquartered in San Jose, California. The firm specializes in serving trial lawyers, technology professionals, healthcare professionals, entrepreneurs, executives, and high-net-worth families. Its services include comprehensive financial planning, discretionary investment management, retirement planning, tax-efficient wealth strategies, estate planning coordination, equity compensation planning, risk management, and legacy planning. The firm emphasizes a personalized, relationship-driven advisory model designed to align investment strategies with each client's long-term financial objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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