With market-native knowledge, embedded connections throughout the financial ecosystem and a wide set of capabilities enabled by the Ashton Thomas platform, the team is positioned to be an advisory powerhouse in the Bay Area, serving a diverse range of clients including founders, executives, entrepreneurs, families and foundations.<\/p>\n
\u201cOur goal is to help clients shape their legacies with intention and clarity,\u201d said Mark Cavalier, Managing Director, Partner and Private Wealth Advisor, Ashton Thomas Private Wealth. \u201cWe know what it takes to navigate the Bay Area wealth market \u2013 we\u2019ve been here for over 30 years. We know that our clients need highly personalized solutions, informed by the most cutting-edge technology and research available in wealth management. As part of Ashton Thomas, we are able to amplify our efficacy as advisors with access to an expansive set of resources, in service of helping our clients achieve their visions.\u201d<\/p>\n
Aaron Brodt, CEO of Ashton Thomas, added, \u201cAs Ashton Thomas continues to grow across the country, we are pleased to reinforce our presence in San Francisco. Our team at 580 California Street has deep roots in the area, with the combination of experience, discipline, talent and resources necessary to provide a truly tailored experience to clients in this market. We look forward to supporting the continued growth of their practice.\u201d<\/p>\n
Ashton Thomas\u2019 growing presence in San Francisco follows the steady development of its national reputation as a trusted partner helping clients preserve, grow, and transition wealth across generations. Now with $10 billion in assets under management and office locations from coast to coast and in Hawaii, the firm is distinguished by its highly personalized client service and the quality of its advisors. The San Francisco office will offer a full spectrum of advisory services, including\u00a0wealth management, tax planning and estate planning, all designed to provide clients with clarity, confidence and freedom in their financial lives.<\/p>\n
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