We are thrilled to announce that San Francisco Magazine has named our Founder & Managing Partner, James Demmert, this year's "Best Wealth Adviser"! James has been managing investment portfolios for families and foundations for over 35+ years and is responsible for creating Main Street's unique Active Risk Management processes. A devoted philanthropist, James serves on numerous boards and is the author of two award-winning finance books. Congratulations, James!
Disclosure: Main Street Research is independent of and unaffiliated with San Francisco Magazine, the editors pick for best wealth adviser designation. The designation noted was given based on no specific criteria and methodology defined by the San Francisco Magazine. Main Street Research did not pay a fee to be included in the magazine. The editor’s pick designation is for informational purposes only and no warranty is either expressed or implied by their presentation. Main Street’s receipt of such designation should not be considered a guarantee of future performance or results.