WASI, an investment advisor firm established in 1971 by Mill Valley resident George Gordon, has moved its offices from San Francisco to 700 E. Blithedale in Mill Valley after 41 years in San Francisco. Mr. Gordon cited the cost and time commuting to San Francisco as the primary reason for the relocation, plus the ability to work in the community where you live.
WASI brings its expertise in managing retirement assets for individuals and small businesses, as well asoffering individual managed brokerage accounts. Between the partners, George Gordon, Renee Conrady and John Franzese, WASI offers a combined level of experience in financial advisory services of over 70 years. Jeanette and Jennie in administration, add an additional service record of over 30 years. We offer a very experienced advisory and administrative staff for long term client relationships.
WASI has specialized over the years in establishing and maintaining retirement accounts, providing investment advice and assisting with compliance issues. We specialize in assisting individuals with managing the operation and regulatory complexities for both individuals, small corporate accounts including non-profit organizations.
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WASI works with individuals and takes the time to help establish the proper type of account for each individual and designs an investment format based on age and financial goals that are desired. These objectives are achieved through the use of no-load mutual funds, exchange traded funds (ETFs) and individual stocks.
WASI is a fee-based investment advisor and does not receive any commissions on investments or investment performance. This is a very effective wealth management structure because all costs are known and no additional fees are assessed on levels of performance or portfolio profits.
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If you would like your current portfolio reviewed to determine if it is serving your current needs and long term objective please contact us.
Office hours are 9:00 AM to 4:30 PM Monday thru Thursday and Friday from 9:00 AM to 3:00 PM. Walk-ins are welcome, or appointments can be made by calling 415-888-3496 or 800-227-9977. Or, we can be contacted through our web site at www.ewasi.com.
