January Capital Advisors
January Capital Advisors is an independent wealth design firm committed to your story. We combine a top-tier investment platform with our refreshingly straightforward approach to design and implement a financial plan aligned with the story you aspire to tell. Working with our team, you can expect independent, compassionate advice —with no proprietary products, hidden agendas, or buried fees.
We are a San Francisco-based firm, keenly aware of the specialized needs of our Bay Area clients. We offer unbiased advice, unsurpassed service and customized wealth management and investment advisory strategies to individuals, families, small businesses and foundations. The name January comes from Janus—the ancient god of passageways—known for having the ability to look simultaneously toward the past and the future. The mark of the robin symbolizes renewal, prosperity and wisdom. Combined, these two ideas perfectly illustrate our role in building a pathway between you and your ideal wealth. Our process distills what wealth means to you and shapes a plan to achieve your goals. Using your input as our roadmap, we develop strategies that embrace your authentic story. A multidisciplinary approach allows us to steward plans from design through implementation with a focus on: Wealth Transfer, Asset Management, Risk Mitigation, Tax & Estate Planning, Retirement Income Planning, Education Planning and Private & Alternative Investments. Click here to view January Capital Advisors' firm brochure ADV Part 2A and Privacy Policy.
Address: 855 Sansome Street, Third Floor San Francisco, CA 94111 USA
Phone: +1 415 494 2790
FAX:
