The formation of Main Street Research was inspired by our founders' deep commitment to helping individuals, families and foundations become financially secure for generations. These are the very same values that inspire our team today: Trust & Reliability. We serve clients near our offices in the San Francisco Bay Area and New York metropolitan area.
In today's technology-driven world we serve clients across the country as well as internationally. Your financial success is important to each member of our team. The only compensation we receive is based on either the value of your assets or its performance - depending on which fee structure best suits you.
In today's technology-driven world we serve clients across the country as well as internationally. Your financial success is important to each member of our team. The only compensation we receive is based on either the value of your assets or its performance - depending on which fee structure best suits you.
Services
Our team is committed to understanding the intention of your assets. Whether you are curious if your assets will last your life-time, or that of future generations our team is here to assist. Over our two decades of experience, we know that a well-constructed plan provides client confidence, which is why we do not charge an additional fee for this in-depth and continuous service.
We understand that clients who are referred to us are looking for the right firm that can provide specific solutions and results that they have been unable to find previously. It in this spirit that prior to engaging with a you we spend time discovering your wants, needs and wishes in terms of wealth and investment management.
The only constant in life is change. For this very reason our wealth planning process lives with you and changes as life inevitably does. Liquidity events, marriage, divorce, inheritance, or simply realizing that you would rather be spending time doing something other than managing your assets are just a few examples of why clients come to work with our team.
Reviews (2)
Kim S.
Oct 27, 2020
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Main Street Research has been our investment advisors since 1999. They have done a wonderful job managing our investments, through thick and thin! They truly get to know each client and tailor their strategy for solid growth over time. I can't say enough good things about James Demmert and his team of experts.
Richard C.
Sep 20, 2008
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