Needham Co.

The Kayne Anderson Rudnick wealth management team was launched in 1984 and has been providing customized financial planning and investment solutions ever since. Our founders Richard Kayne, John Anderson, and Allan Rudnick established a commitment to high-quality investments that has remained at the core of everything we do. When you look at our portfolio history and our 97% client retention rate, it’s no surprise that we’ve consistently been ranked among the top wealth management firms by Barron’s Magazine. When you work with us at KAR wealth management in San Francisco, you’ll have a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life.

Throughout my career, planning has been integral to my approach. This helps clients construct a framework to achieve their goals, understand risk, and protect their wealth. I guide families and individuals through all stages of wealth creation, wealth preservation, and wealth transfer, to maximize their legacy and become good stewards of their capital.