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Assembly Wealth
Assembly Wealth provides personalized premium wealth management services that help clients align their financial life with their goals, passions, and dreams.
Overview
Assembly Wealth provides personalized premium wealth management services that help clients align their financial life with their goals, passions, and dreams. Formerly known as WrapManager, the firm turns financial complexities into clear paths toward peace of mind and fulfillment. Services include financial planning, investment strategies, tax optimization, retirement roadmaps, estate guidance, and more. They operate as fiduciaries with a client-focused, fee-only approach.
General information
Firm type
Asset Manager
Year founded
2000
Location
Country
United States
City
Mill Valley
Principals
Gabriel F. Burczyk
Founder & CEO
Valerie De Vol
President & CCO
Declan Lynch
CFP®, Financial Planner
Jesse Hindson
CFP®, Financial Planner
Molly Wagner
Client Services Manager
Angel Barrientos
CRPS®, Senior Client Service Associate
Nick Goldthorpe
Senior Client Service Associate
Doug Hutchinson
CFA®, Director of Research & Trading
Sydney Shaw
Client & Community Liaison
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