Find wealth managers in Menlo Park

We are an independent investment advisory and wealth management firm with offices in Silicon Valley and the Seattle region, serving individuals and families across the country. Our team has spent decades managing the many complexities that wealth brings - providing comprehensive and customized solutions for growing, preserving and transferring wealth

Clients on six continents trust IAM to help them grow their investment portfolios and attain their financial goals. We specialize in investment management and financial planning for people with cross-border financial concerns. As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials