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Heather Katzenstein Email
Trust Services Director . Parallel Advisors
San Francisco, CA
Locationh******************@paralleladvisors.com
Primary EmailHow to contact Heather Katzenstein
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Employees:
134Revenue:
$28.1MAbout
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dayton, Denver and Honolulu, Parallel provides innovative, unrestricted and comprehensive solutions for our clients.\r\n\r\nIndependent Mindset:\r\nAs a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives.\r\n\r\nInclusive Implementation:\r\nParallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals.\r\n\r\nInnovative Approach:\r\nWe flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency.\r\n\r\n Our Key Capabilities:\r\n• Financial planning\r\n• Investment management\r\n• Investment manager due diligence\r\n• Retirement planning analysis\r\n• Philanthropic planning and evaluation\r\n• Institutional style bond and cash management\r\n• Portfolio analysis and comparison of investments and/or managers\r\n• Tax efficient transfer of assets from brokerage accounts\r\n• Risk, insurance and annuity analysis\r\n• Research services\r\n• Intergenerational wealth transfer strategiesParallel Advisors Address
150 Spear StreetSan Francisco, CA
United States