Menlo Asset Management is an independent wealth management firm located in downtown Menlo Park. What differentiates us from other firms is that we take a holistic goals-based approach to the wealth management process. We take the time to get to know every client we work with so that we understand their backgrounds, what their primary objectives are, and then work alongside our clients to help devise strategies that are truly tailored to their specific needs. Our independence allows us to keep clients' interests at the front of all of our recommendations since we are not compelled to sell proprietary investment products.
