5.0
11 July 2024
Boutique Wealth Management firm
Current employee, more than 8 years
San Mateo, CA
Recommend
CEO approval
Business outlook
Pros
The firm works collaboratively, and has roles and distinct specialities throughout the organization from Reseearch, Operations, Planning, and Business Development. The firm regularly recognizes individual contributors and celebrates individual and team sucesses. There is a strong focus on a positive company culture and keeping promises within clients and amongst employees. The office feels like a family environment at < 50 people on staff. The company values a commitment to growth and furthering professional development.
Cons
Staffing turnover in client focused roles has been a challenge.
