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About Us

Financial Leaders – California: Special Issue of Forbes Magazine

Del Mar, CA - September, 2016

EMI Network Research partnered with Forbes Magazine to produce the California Financial Leaders segment of Forbes Magazine’s September 2016 print special issue. To promote Weatherly Asset Management’s national exposure, as well as community and industry outreach efforts, the Firm chose to participate in the promotion. View the profile here.

The California Financial Leaders segment was based on a marketing opportunity openly offered to California RIAs by EMI Network on behalf of Forbes Magazine. Firms had the opportunity to occupy one of six slots based on conducting an interview with EMI, submitting Firm information, and payment. No organizational memberships were required of the Firm or individuals; eligibility was based on a first-come, first-served basis when reserving spots for the segment.

This paid-for advertisement included an interview portion in which Weatherly supplied a series of answers to questions created by EMI Network. Weatherly was responsible for providing Firm branding information, photographic images, contact information, and appropriate disclosures. Weatherly paid for the marketing package (inclusion in the advertisement segment, paper reprints, copies of the Forbes magazine for distribution, as well as an electronic PDF of the profile, available for use on the Firm’s website). Materials are approved for distribution and electronic use within the parameters of EMI Network’s contract agreement.

The marketing package also included an appearance on Forbes Custom website for one year from date of publication.

Inclusion in this promotional piece is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the promotional segment or the appropriateness of advertising inclusion in this promotion.

About Weatherly Asset Management, L.P.

Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/

For information on our ADV filings and Compliance, please visit: http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935
http://www.weatherlyassetmgt.com/adv/

If you would like to learn more, please contact:

Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com