Lyell Wealth Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Lyell Wealth Management provides wealth management services for high net worth individuals and families, including successful entrepreneurs, technology executives and business owners across the United States. Rooted in Silicon Valley, the firm uses its local investment perspective to identify opportunities that may be overlooked by more traditional managers. It offers comprehensive financial planning that integrates current investments, liabilities, cash flow, income taxes, insurance coverage, objectives and risk tolerance to support informed counsel, with a specialized focus on equity compensation and tax-efficient strategies for managing large stock positions. 

The company maintains an independent, unbiased advisory approach and collaborates with boutique real estate, credit, venture capital and alternative investment managers to provide diversification tools within a client’s portfolio. Based in Menlo Park, California, Lyell serves high net worth clients from across the United States within the investment management industry.

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