We are Lyell | We are Experts | We are Independent | We are Accessible | We are Full-Service | We are Community

 | Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues. | As an employee-owned company with no products, Lyell offers objective, open-platform advice and investment solutions. | Lyell anticipates and reacts to our clients' needs on their timeframes. We prioritize client communication and access. | 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. | 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.

About Us

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 individuals, families and select non-profits.

We work in a collaborative environment which delivers to our clients the collective knowledge, expertise and insights of the Firm’s professionals.

Perspectives

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Pandemic | March 11, 2020

The last several weeks have seen an enormous amount of market volatility. Not just the stock market – this volatility has affected every financial market in the world, from stocks …

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2020 Snapshots | January 15, 2020

Lyell Wealth Management invests substantial resources in proprietary research which helps us decipher real economic and market data apart from the sensationalist financial media. We periodically publish a Snapshots issue …

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Running with Scissors | September 12, 2019

The markets are contending with many significant issues that have led to increased volatility. The primary issue is the U.S.-China trade war and associated slowing of the European, Japanese and …

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Total Return | May 31, 2019

There is an old saying in the investment world that “Profits are an opinion, but dividends are a fact.” The implication is that nothing matters until an investor has received …