Lafayette Wealth Management Firm, Creekside Partners, Joins Forces With Sonoma County Investment Advisory Firm, Wiiken & Gorman

Creekside Partners, an independent, boutique wealth management firm based in Lafayette, California announces that it has joined forces with investment advisory firm, Wiiken & Gorman.

Creekside Partners has now expanded to include five senior-level investment experts. The team now includes founding Creekside partners, Rick Ashburn and Andy Hempeck, and Paula Wiiken, Michael Gorman and Teresa Coleman of Wilken & Gorman.

“While our business is growing, we remain committed to continuing to offer clients the same in-depth advice, and highly-focused personal attention for which we are highly regarded,” says Rick Ashburn, principal, and co-founder of Creekside Partners. “Joining with Wiiken & Gorman also means that we are able to offer enhanced capabilities.”

Those capabilities will include expanded financial planning expertise, enhanced portfolio management expertise, new investments in technology, resulting in improved communication and reporting to clients. Creekside Partners will continue to offer office locations in Lafayette, and Petaluma, Calif.

“We are pleased to align our team with a like-minded wealth management firm that offers the same high level of service that Wiiken & Gorman has provided for more than 15 years,” says Paula Wiiken and Michael Gorman. “We look forward to a successful collaboration assisting our clients with investment management, and financial advice and planning.“

ABOUT CREEKSIDE PARTNERS
Creekside Partners is an independent, boutique wealth management firm based in Lafayette, California. The firm’s primary investment objective is one of preservation of capital and spending power. Clients receive a high-level of personal attention and service. The firm has handled investment portfolios for generations of families, advising them through every stage of life, keeping their life savings safe and helping it to grow. Creekside Partners is an Investment Adviser, registered with the SEC.

For more information, visit: www.creeksidepartners.com.