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Private Client Group

The Private Client Group includes Relationship Managers and Associate Relationship Managers dedicated to providing unparalleled service to our clients.

Our passion: To build long-term relationships built on trust by putting our clients' interests first

our promise: To identify and care for the true concerns of our family of clients

Our Priority: To be thoughtful, accessible , attentive and responsive

Accessible - We offer our clients access to all members of the Golub Group Team
Attentive - We know our clients personally, listen to their needs, understand their long-term investment goals, and monitor their financial situation
Responsive - We strive to answer calls by the second ring and respond to client requests on the same business day

We serve our clients and their best interests by surrounding them with professionals who bring financial industry experience, responsiveness and high integrity. We offer a range of value-added services tailored to their individual needs:

• Investment Counsel
• Retirement Planning
• Account Administration (e.g. deposits, transfers, withdrawals)
• Advice on a Wide Range of Client Financial Matters
• Educational Planning
• Charitable Giving & Philanthropy
• Financial Education for Younger Generations

SAN MATEO OFFICE  1850 Gateway Drive, Suite 600, San Mateo, CA 94404  Phone (650) 212-2240  Fax (650) 212-2249
PASADENA OFFICE   215 N. Marengo Ave., Suite 390, Pasadena, CA 91101  Phone (626) 356-2400  Fax (626) 356-2415