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providing strategic wealth advice for every phase of your financial life

Tamalpais Asset Management is a free-based, boutique advisory firm that uses defensive, low-volatility portfolios diversified with commercial real-estate deal flow and strategic equity option strategies. 

We have direct partnerships with top-tiered global service providers and exclusive, well-established funds uniquely suited for the long-term goals of the high-net worth and institutional investors. 

who we are
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Michael Bristow, MSFA

Managing Partner
+ Investment Advisor
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Lincoln Wells

Chief Options Strategist
+ Investment Advisor
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Bradley Stephens, CRPS

Investment Advisor
+ Financial Planner
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Kevin Flint, CFP

Investment Advisor
+ Financial Planner
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MEET OUR TEAM

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get to know us

Get in touch so we can learn more about your goals and how we can work together.

MAIN OFFICE

900 Larkspur Landing Circle, Suite 100 Larkspur, CA 94939

415.722.2188

info@tamalpaisam.com

© 2024 Tamalpais Asset Management All Rights Reserved

Website designed by Hyde & Union Content

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