Wealth Management
Private Client, Emerging Investor, Family Office, Retirement Plans

At DZH Phillips Wealth Management we will help steer you through times of smooth sailing and through periods of financial uncertainty, answer your questions, and provide the tools you need to navigate your financial path with confidence.

Our Discovery Process begins by focusing on you, our client. We start by understanding who you are; what’s most important to you and your future; and why a long-term financial plan is a priority for you. Our wealth management team offers complex financial planning and investment advisory services that help chart your journey and guide you along the way. Whether you are an emerging investor who is looking for a partner to help you as you grow your wealth, a high-net-worth individual with complex financial needs, or a large family office in need of a champion to manage and preserve your family wealth, DZH Phillips Wealth Management has the team and resources to create a plan that is suitable for your needs.

Our Clients

At DZH Phillips Wealth Management, we believe that an ideal client-advisor relationship begins with a genuine personal connection and understanding that encompasses far more than the mechanics of managing a portfolio.

Read More +

With this belief in mind, we strive to develop deeper connections with our clients and provide a holistic approach to addressing their financial needs. Our advisors listen and work to understand and distinguish our clients’ real dreams and help them bring those dreams to fruition.

Our Investment Philosophy & Resources

Our investment philosophy is simple: we focus on strategies that are supported by decades of financial markets research to build portfolios that are well diversified, low-cost, tax-efficient, and backed by a disciplined investment approach.

Read More +

Our CPA-based model draws on specialization in many areas. In addition to our investment advisory services and comprehensive financial planning, we draw on resources with expertise in tax planning, business consulting, non-profit consulting and estate planning. We work with your trusted advisors as an integrated part of our investment advisory team, providing a unified approach to help you manage your financial life.

Our Investment Committee

Our Investment Committee, with deep backgrounds in investment management, guides our investment strategies and the development of client portfolios.

Read More +

The Investment Committee oversees the work of the Research Department, which has extensive resources in capital markets and investment manager research at its disposal. As part of their due diligence, members of the investment committee conduct dozens of meetings each year with current and potential managers both at our offices and on-site, using their expertise to always seek the best investment solutions for our clients.

Our Service Offerings

As a DZH Phillips Wealth Management client, you can see the benefits of our client-centric, holistic approach. As your trusted partner, we will work closely with your team of CPAs, attorneys, and other advisors to help ensure that your financial outlook is a complete picture of your current and future financial goals.

The links below offer additional insight into how a DZH Phillips Wealth Management advisor can help you based on your individual needs:

Private Client

No matter where you are on your financial journey, DZH Phillips Wealth Management...
Learn More

Emerging Investor

Emerging Investors can open the door to possibility and unlock the potential...
Learn More

Family Office

At DZH Phillips Wealth Management we will help you craft a unique plan that will help...
Learn More

Retirement Plans

As a business owner, your employees are your most valuable asset. It is never too early...
Learn More

San Francisco

135 Main Street, 9th Floor
San Francisco, CA 94105

Phone: 415-781-2500

Get Directions


1330 Broadway, Suite 630
Oakland, CA 94612

Phone: 510-834-6542

Get Directions

San Rafael

999 5th Avenue, Suite 320
San Rafael, CA 94901

Phone: 415-243-8833

Get Directions


1199 Howard Ave., Suite 250
Burlingame, CA 94010

Phone: 650-343-1100

Get Directions

Redwood City

203 Redwood Shores Parkway, Suite 550
Redwood City, CA 94065

Phone: (650) 620-3040

Get Directions