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Cresset Menlo Park Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Menlo Park wealth advisors.

Contact Our Menlo Park Office

In addition to email, Cresset may contact me via these methods:

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Our Menlo Park Wealth Advisory & Family Office Team

Meet the Menlo Park wealth advisors providing a boutique experience dedicated to your needs.

Jon Goldstein

Jon Goldstein

Executive Managing Director, Wealth Advisor
David Arizini

David Arizini

Senior Managing Director, Wealth Advisor
Dean Jackson

Dean Jackson, CFP®, CEPA

Managing Director, Wealth Advisor
Joe Park

Joe Park

Managing Director, Chief Operating Officer
Michael Texido

Michael Texido

Managing Director, Wealth Advisor
Varun Jain

Varun Jain

Director, Wealth Advisor
Molly Williams

Molly Williams

Director, Wealth Advisor
Jack Stinn

Jack Stinn

Associate Director, Wealth Advisor
Talk to an Advisor

Menlo Park Location

2500 Sand Hill Road
Suite 110
Menlo Park, CA 94025

650.353.2111

Our Menlo Park Family Office

Menlo Park Family Office
Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Menlo Park office is located on Sand Hill Road in the heart of Silicon Valley. We serve clients in the Bay Area and across the US from our 21 office locations.
 
Our Menlo Park financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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