Family Office · Sebastopol, CA, United States
Willow Creek Wealth Management is a financial advisory firm specializing in wealth management and financial planning services for individuals, families, and businesses. Founded in 1984 and headquartered in Sebastopol, California, the firm offers investment management, retirement planning, tax strategies, and estate planning. Willow Creek Wealth Management is known for its client-focused approach and fiduciary commitment, serving clients primarily in Northern California and maintaining a reputation for personalized financial guidance.
Geography
US
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Willow Creek Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Willow Creek Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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Seed VC
Adrian Lee & Partners Active Asset and Currency Management
currency management, global asset management, foreign exchange
Family Office
Adrian Lee & Partners Active Asset and Currency Management
currency management, asset management, global macro
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