Rand & Associates is a professional, employee-owned wealth management company headquartered in San Francisco, CA. Our practice provides collaborative, ongoing financial planning and strategic wealth management for a select group of families and retirees. We also provide investment management services for retirement plans, foundations and other institutional clients.
We take pride in not just meeting industry standards, but in raising the bar. Our passion, integrity, and insight set us apart. We deliver integrated advice and objective guidance. This is the key to the longevity of our relationships and the basis of our clients’ trust.