Wealth and Money Management Awards 2019

www.wealthandfinance-news.com 12 Wealth & Finance International - Wealth and Money Management Awards 2019 APR2w2 Relevant Wealth Advisors is an independent wealth management company focused on serving the needs of a select number of San Francisco Bay Area families and their foundations. To showcase the firm’s win in this year’s Wealth & Money Management Awards, we profile it to find out more about their range of services. Best Family Wealth Management Firm (2019) - San Francisco Bay Area Exclusive, selective, and proudly independent, Relevant Wealth Advisors is committed to redefining the wealth management experience by casting aside industry norms and expectations and delivering a seamless and customized partnership that gives our clients the peace of mind they deserve and desire. Our firm’s expert team accomplishes this by delivering a personalized wealth management experience that includes investment consulting and advanced planning for our family clients. For foundation clients, we functions as an outsourced Chief Investment Officer (CIO). Relevant Wealth Advisors “From autonomous solutions through to managed platforms and beyond, Tugesto provides something for every client, no matter how complex their needs nor how high their expectations may be.” Jul19083 Foundations benefit from a comprehensive experience that includes: a written investment policy, customized asset allocation, investment selection, performance monitoring, and real time cloud based reporting. Having a disciplined investment process gives clients confidence during turbulent times avoiding the pitfalls of market timing and excessive trading. The firm manages approximately $600M in assets across all asset classes. Founder and CEO, Bruce Raabe has spent almost three decades honing his skills in the wealth management industry. He sums up his vision as follows: Imagine having complete peace of mind about your most important financial concerns. Imagine a team of seasoned independent experts devoted to knowing your story, your dreams, your concerns, and your expectations as they work with you to navigate today’s complex financial landscape to assure that your most important goals are achieved. Imagine a Personal CFO supported by a diverse team of independent experts continually engaged with you to ensure your financial life does not interfere with your personal life. Imagine a cohesive strategy that includes not just investment management, but one that simultaneously addresses your own specific advanced plan including estate planning, insurance planning, tax planning, and charitable gifting. Imagine no more… Company: Relevant Wealth Advisors Name: Bruce Raabe Address: 2 Belvedere Place, Ste 350, Mill Valley CA, 94941, USA Telephone Number: 1(415) 925-4000 Web Address: www.RelevantWealth.com “Our Total Client Model has proven tremendously effective at delivering a comprehensive and holistic experience that leverages our experience and that of our expert team.”