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.

Nearly 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

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, HI, ID, MA, ME, NM, NV, OR). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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