Lyell Wealth Management
Customized investment management
and comprehensive financial planning services
WE ARE EXPERTS
Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues.
WE ARE INDEPENDENT
As an employee-owned company with no products, Lyell offers objective, open-platform advice and investment solutions.
WE ARE ACCESSIBLE
Lyell anticipates and reacts to our clients' needs on their timeframes.
We prioritize client communication and access.
WE ARE FULL-SERVICE
Lyell advises on every element of our clients' financial lives. Investment management. Tax planning. Trusts and Estate. Retirement.
Company Stock. Name a financial issue, and we can help.
WE ARE COMMUNITY
Lyell is deeply committed to and involved with a wide range of local and charitable causes. We dedicate time and funding support to these worthwhile non-profit activities.
Lyell Wealth Management is an independent wealth management firm headquartered in Menlo Park, CA.
We specialize in extensive financial planning and customized investment management for high-net worth individuals and families.
We work in a collaborative environment which delivers to our clients the collective knowledge, expertise, and insights of the Firm’s professionals.
As a fiduciary, we are legally obligated to invest with our clients’ best interests in mind.
OUR SERVICES & EXPERTISE
Our team’s broad skillset, experience, and resources help clients make optimal financial decisions.
Customized, tax-efficient investing that incorporates our clients’ specific financial needs and goals.
In-depth tools and experienced guidance to help clients toward desired outcomes, such as financial independence, asset protection, philanthropy and generational wealth transfer.
Guide clients toward achieving charitable gifting goals – in the present and posthumously.
Advise on multi-generational gifting and inheritance, HealthCare Directives, and Guardianships.
Help clients navigate life events that have material financial implications.
Expertise to proactively analyze and recommend strategies to optimize clients’ income tax situation.
INSURANCE & RISK MANAGEMENT
Focus on asset protection to keep what you have. Our clients have often achieved a net worth that exceeds their insurance coverage.
Create tax- and market-aware frameworks for clients to reduce concentrated equity holdings as well as optimize tax outcomes for Restricted Stock and options.
BUSINESS OWNER ADVISORY
Identify key issues for executives planning an exit or liquidity event.
Lyell periodically publishes a newsletter that shares our current economic and market thinking along with insightful charts, graphs, and tables.
December 7, 2023
August 28, 2023
May 10, 2023
January 30, 2023
Mt. Lyell is the highest mountain in Yosemite and can only be reached with considerable energy and sacrifice. Lyell’s ice field, whose foundation is a glacier, represents the subtle juxtaposition of stability and change. The peak is named after Sir Charles Lyell, a geologist and significant contributor to Charles Darwin’s theories on evolution, including that the Earth was shaped by the same processes still in operation today.
Lyell is an apt name for our Firm. Achieving financial independence requires patience, determination and stamina. And it requires a guide that can help every step of the way as life, needs and objectives evolve. Lyell provides financial counsel and proactive investment management, so our clients can climb as far and as high as they aspire.