EXPERIENCED WEALTH MANAGEMENT

We provide custom financial strategy solutions that are designed to help articulate and achieve each client’s goals.

WHY SHOULD YOU WORK WITH US?

  • We carefully listen to create a plan that reflects specific visions, values, goals and priorities.
  • Together we bring 100+ years of combined professional experience and training that has earned us the respect and trust of high-net-worth individuals, families, charitable foundations and institutional clients.   
  • We guide our clients through the decision making process of investing to help keep the plan on track to achieve long term goals.
  • Our team delivers the highest level of personalized service.

Every relationship we build is unique and important to us.

We look forward to working with you.

To schedule a confidential exploratory meeting, please contact Karen Piper.


Advisors  

Sybil A. Fields
Senior Vice President - Investments
(310) 288-5417

Dr. Geoffrey A. Silver, CFP®, Ph.D.*
Managing Director - Investments
(310) 288-5416

 

Adena M. Smith
First Vice President - Investments
(310) 288-5418

 
   
Associates  

Karen Piper
Senior Registered Client Associate
(310) 288-5456

Sirena Chuong
Client Associate
(310) 288-6003


Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) Member FDIC; Wells Fargo Home Mortgage and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Initial credit decision is subject to your meeting specific underwriting requirements, and final approval will be based upon your satisfying these requirements. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department.


CA insurance license# 0a36928
CAR# 1116-02363


*Ph.D. in Economics  

Photography taken by Geoffrey Silver, Managing Director - Investments