Lyell manages wealth for successful entrepreneurs, technology executives, business owners and other high net worth individuals and families from around the United States. Our Silicon Valley roots help inform our investment perspective, allowing us to take advantage of opportunities more traditional managers may overlook. Our clients value advice and our team‘s informed, independent, unbiased perspective on all things financial. When appropriate we create comprehensive financial plans for clients, providing us the necessary context for proper counsel. This financial plan incorporates a client‘s current investments, liabilities, cash flow, income taxes, insurance coverage, objectives, goals