Financial Advisors & Wealth Management Services in Larkspur, CA

 

Allworth's Larkspur, California, office works with individuals, families, and professionals across the North Bay region whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.



Lifestyle2
97%
client loyalty 31,000+ Clients2
30
years in business $39 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best in Class Ethics NBRI9

Your Larkspur Wealth Management Team

 

Marin County is where Bay Area wealth comes to live. The executives, entrepreneurs, and professionals who built careers in San Francisco's technology, finance, and professional services industries have long chosen Marin for its natural beauty, its exclusivity, and the lifestyle it affords. And with this comes financial lives of genuine complexity: concentrated positions and RSUs from Bay Area tech careers, significant liquidity events, IPO proceeds, complex estate structures, and the financial decisions that define what lasting wealth actually looks like.

For more than 20 years, Allworth's Larkspur team of fiduciary advisors and in-house wealth planning specialists has delivered the sophisticated, coordinated planning that Marin County's most discerning individuals and families expect.

Stephanie Motzkus
Stephanie Motzkus Financial Advisor CFP®, AAMS®
Larkspur, CA Read bio
Larkspur

 

Located on Larkspur Landing Circle, inside The Exchange at Larkspur Landing. We’re just off Sir Francis Drake Boulevard, steps from the Larkspur Ferry Terminal. The Larkspur SMART rail station is also nearby, offering convenient transit access from across the Bay Area and Marin County. Free on-site parking is available, including EV charging stations. Conveniently situated for clients traveling from across Marin County, including Tiburon, Belvedere, Ross, Kentfield, and Mill Valley.

700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939

Hours:
8am - 5pm, M-F

(415) 346-2221

 

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