Citrine Capital is a fee-only wealth management firm dedicated to helping business owners, entrepreneurs, and tech professionals build and protect their wealth. With offices in San Francisco and Washington D.C., the firm works virtually with clients worldwide. Their approach is holistic, covering a wide range of financial areas including investments, taxes, insurance, estate planning, and goal setting. Clients appreciate that Citrine Capital offers comprehensive advice, often straddling multiple domains, which saves time and reduces the need for multiple resources. The team at Citrine Capital is known for their professionalism, reliability, and deep knowledge. They focus on understanding each client's unique goals and values, ensuring that financial plans are tailored to what matters most in life. Clients value their honest opinions and willingness to listen, which helps create balanced and actionable plans. The firm’s approach not only maximizes financial returns but also aligns with personal priorities, leading to increased confidence and peace of mind. Many clients have worked with Citrine Capital for several years, noting that the firm’s guidance has been instrumental in achieving financial independence, protecting loved ones, and planning for major life milestones. The team’s responsible, client-centric approach fosters trust and long-term relationships. Overall, Citrine Capital is seen as an elite firm that offers high-quality, holistic financial planning designed to support clients’ overall well-being and future security.
I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.
March 2025
The Citrine team is fantastic! We feel supported and and fortunate to have found a wealth management firm that feels like family.
April 2024
Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!
