We are Lyell | We are Experts | We are Independent | We are Accessible | We are Full-Service

 | Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues. | As an employee-owned company with no products, Lyell offers objective, open-platform advice and investment solutions. | Lyell anticipates and reacts to our clients' needs on their timeframes. We prioritize client communication and access. | Lyell advises on every element of our clients' financial lives. Investment management. Tax planning. Trusts and Estate. Retirement. Company Stock. Name a financial issue, and we can help.

About Us

Lyell Wealth Management is an independent wealth management firm headquartered in Menlo Park, CA. We specialize in extensive financial planning and customized investment management for individuals, families and select non-profits.

We work in a collaborative environment which delivers to our clients the collective knowledge, expertise and insights of the Firm’s professionals.

Perspectives

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Snapshots | March 20, 2017

Lyell dedicates significant resources to pay for top-notch proprietary research. This access helps Lyell decipher real economic and market data and trends versus the sensational-seeking “news” disseminated by the media. …

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Second Wind | January 3, 2017

For those concerned that this economic expansion is getting too long in the tooth, consider that we have in many ways just exited a mini-recession. The rapid appreciation of the …

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Election Edition | October 4, 2016

We are fielding many questions regarding how we are positioning portfolios in anticipation of the presidential election. The stock market has thus far taken the upcoming event in stride through …

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Unforced Errors | September 8, 2016

We are in an unusual economic and market environment. Sub-par economic activity, unprecedented aggressive monetary policy, historically low interest rates and high financial asset prices are vexing most market participants. …