What Sets Us Apart

Led by Eddy Gutierrez, Managing Partner, we employ an active portfolio management style. The landscape of the investment market is ever changing and our investment style helps us to take advantage of opportunities. Through this process we are able to actively address risk and help mitigate losses. California Street in San Francisco has been an influential location for our team as it is the home of our combined nearly 40 years of experience. The historic California Street spans through the many neighborhoods of San Francisco. Our mission is to successfully navigate the various markets and build your wealth to meet your financial goals. We take time to understand your specific needs and concerns. Then a custom investment strategy is developed to help address your specific needs. Whether you are concerned your assets will last your lifetime or that of future generations, we believe it is important to build a customized financial strategy for your assets. Our transparent, cost effective and tax efficient investment strategy uses both domestic and international stocks and bonds.

Over 40 Years of Experience

During our tenure in the financial world we have curated a unique approach of managing portfolios, while consistently prioritizing the client's wants and needs.

70+ Households

We maintain a highly selective clientele to ensure each client is always in high contact with frequent interaction.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

California Street Wealth Management

1000 4th Street
Suite 500
San Rafael, CA 94901

Local Phone: (628) 888-2588

[email protected]