Wealth Management in San Francisco

We work with Bay Area professionals and families to conserve and grow wealth through personalized, forward-thinking strategies. As a fee-only firm, our advice is always transparent, unbiased, and focused solely on your goals.

With us, you’ll gain the confidence and tools you need to secure your financial future.

Discover Personalized Wealth Management in San Francisco

The Bay Area’s unique financial ecosystem can be difficult to manage alone. From optimizing equity compensation and stock options to navigating the region’s high cost of living, long-term financial stability requires specialized guidance.

We understand these challenges and offer practical, proven financial solutions that work for you. Whether you’re planning for a liquidity event, developing tax-efficient strategies, or building wealth, we provide proven solutions tailored to your needs.

Wealth Management San Francisco Residents Trust

Our wealth management services are designed to help Bay Area professionals achieve their financial goals and thrive in its dynamic landscape.

✓ Investment Management

We’ll create a portfolio tailored to your goals, risk tolerance, and timeline, ensuring sustainable growth while protecting your wealth from market uncertainties.

✓ Retirement Planning

Prepare for your future with a cohesive retirement plan. We’ll help you build savings, develop passive income strategies, and secure long-term financial stability.

✓ Equity Compensation Advice

Maximize the value of your equity with expert guidance. Our advisory team will help you manage stock options, RSUs, and other equity while minimizing tax implications and reducing risks.

Who We Serve

As a leading San Francisco wealth management firm, we help individuals, families, and professionals navigate the complexities of the Bay Area’s financial landscape.

Entrepreneurs and Startup Founders

We guide founders through equity compensation, liquidity events, and integrating personal and business finances with proactive strategies.

High Net Worth Individuals and Families

We specialize in preserving wealth, planning for generational transfers, and implementing tax-efficient strategies to secure lasting legacies.

Business and Tech Professionals

Our advisors simplify stock option management, optimize equity packages, and create comprehensive plans aligned with your personal and professional goals.

What Sets Citrine Capital Apart Among San Francisco Wealth Management Firms?

As a premier wealth management firm in San Francisco, we’re your trusted partner in building a sustainable financial future.

Transparent Financial Advice

Our fee-only fiduciary model ensures every recommendation is unbiased, transparent, and solely focused on your goals. That means no hidden fees, third-party incentives, or ulterior motives.

Tailored Guidance for Tech Professionals

We excel in navigating the complexities of equity compensation, stock options, and tax planning with customized strategies that fit your career trajectory and financial goals.

Relationship-Driven Financial Solutions You Can Trust

We prioritize long-term client relationships, delivering customized financial plans that evolve alongside your life and career. Your success is our ultimate priority.

Wealth Strategies Designed for Sustainable Growth

Our approach ensures your wealth grows steadily while adapting to life’s changes. You’ll gain the security and confidence to focus on and achieve your goals.

Get Started with Wealth Management from San Francisco Financial Experts

Wealth management for San Francisco professionals requires expert insight into the Bay Area’s unique financial challenges. Our experienced team is ready to guide you on your journey toward financial clarity and success.

Take the first step by completing a short questionnaire to help us determine if our firm is the right fit for you. Once submitted, we’ll review your information and reach out to schedule a consultation.

Get started today to take control of your financial future.