Local presence.
Shared purpose.
From coast to coast, Pathstone offices are more than just addresses—they’re touchpoints of trust, service, and connection. Each location is home to a team committed to helping you navigate complexity with clarity, and to building a financial path that reflects your values, goals, and preferred life.
Wherever you are, we’re right there with you. Wherever you are, we’re right there with you. Select your city to meet the team, explore our depth of capabilities, and start a conversation tailored to you.
Scottsdale, AZ
Los Angeles, CA
San Diego, CA
San Francisco, CA
Welcome to the offices
of Pathstone San Francisco.
From the hills of Pacific Heights to the pulse of SoMa, Pathstone San Francisco sits at the intersection of imagination and intent. Here, where entrepreneurial energy meets timeless natural beauty, we serve innovators, founders, investors, and multigenerational families who think big, act boldly, and care deeply about what comes next.
Our office reflects the spirit of the Bay Area itself: visionary, resilient, diverse, and always evolving. Whether our clients come from tech, venture capital, biotech, design, or philanthropy, they all share one thing in common—a desire to shape lives of substance and consequence.
“San Francisco is where vision meets velocity,” says Matteo Granger, Managing Director. “At this office, we understand complexity—financial, personal, generational—and we know how to navigate it with clarity. What makes me proud is how deeply we listen. We’re not just managing capital; we’re stewarding possibility.”
While we’re firmly rooted in the local community, our clients benefit from the full strength of Pathstone’s national platform—a connected team of specialists and advisors who bring deep insight and seamless service to every dimension of your financial life.
Request a Conversation
Let us know a little about you, and we’ll connect you with someone who can help—wherever you are in your journey.
Let’s get started
In Service of Your Preferred Life
In a city where change is constant and innovation never rests, we help our clients stay grounded in what matters most. Our team supports every aspect of the journey:
Creating a Long-Term Vision & Strategy
Clarify your family’s purpose, values, and aspirations, and translate them into a clear, actionable financial and life strategy.
Assuring Financial Freedom and Security
Build and manage a resilient financial foundation that protects your wealth, supports your goals, and delivers long-term confidence.
Securing Peace of Mind by Managing Risks
Protect your family, assets, and digital presence through comprehensive risk, insurance, and security planning tailored to your unique needs.
Defining Legacy & Plans for Future Generations
Design governance, trusts, and legacy strategies that preserve your wealth, strengthen family unity, and empower rising generations.
Cultivating Relationships, Community & Philanthropy
Align your wealth with your purpose through strategic giving, impact investing, and meaningful engagement with communities and causes.
Advancing Professional Impact & Leadership
Navigate business and leadership challenges with strategic advisory that helps you grow, govern, and transition your enterprises effectively.
Fostering Personal Fulfillment & Growth
Support your personal growth, well-being, and lifestyle with customized services that ease complexity and enrich your daily life.
Supporting Health & Vitality
Ensure your health, wellness, and global care needs are met with proactive planning and seamless coordination across every life stage.
Wherever you’re going next, we’ll help you move forward with clarity, confidence, and care.
Visit our offices in
San Francisco
One Maritime Plaza
Suite 650
San Francisco, CA 94111
415-288-0544
How We Bring Your Preferred Life into Focus
Our services are designed to serve the whole of your life—not just your assets. Clients of the San Francisco office have access to Pathstone’s full capabilities, delivered with the flexibility and responsiveness that defines our culture:
Creating a Long-Term Vision & Strategy
- Vision & Values Discovery
- Strategic Financial Planning & Modeling
- Plan Structuring & Optimization
Assuring Financial Freedom and Security
- Investment Strategy & Management
- Performance Reporting & Administration
- CIO Outsourced Services
- Financial Planning & Advisory
- Tax Strategy & Compliance
Securing Peace of Mind by Managing Risks
- Insurance Strategy & Oversight
- Cybersecurity & Digital Safety
- Family Office & Personal Security Planning
- Fiduciary & Governance Advisory
Defining Legacy & Plans for Future Generations
- Family Governance & Decision-Making
- Fiduciary & Trust Administration
- Rising Generation Development
- Family Meetings & Retreats
- Legacy & Estate Planning
Cultivating Relationships, Community & Philanthropy
- Purpose-Driven Strategy & Alignment
- Education, Research & Engagement
- Philanthropic Strategy & Governance
- Implementation & Administrative Support
Advancing Professional Impact & Leadership
- Strategic Business Planning & Leadership Advisory
- Governance, Boards & Corporate Structure
- Tax Planning & Structuring for Business Owners
- Financial Operations & Ownership Planning
Fostering Personal Fulfillment & Growth
- Life Transitions & Personal Growth
- Home & Property Management
- Travel & Mobility Services
- Personal CFO Services
- Daily Life Operations & Lifestyle Services
Supporting Health & Vitality
- Comprehensive Health & Wellness Planning
- Medical Insurance & Concierge Access
- Travel & Global Health Support
Each of these capabilities is tailored to support your unique journey—delivered by a team committed to your goals, grounded in your values, and equipped with the full strength of Pathstone’s national expertise.
Meet our people
San Francisco team members that make Pathstone unique.
Kathryn Hall
Surfer. Bread Baker. Espresso connoisseur. Board Member, Pathstone. Director, Laurel Trust Company.
Sarah Stein
Surfer. Bread Baker. Espresso connoisseur. Executive Managing Director.
Walnut Creek, CA
Boulder, CO
Welcome to the offices
of Pathstone Boulder.
In the foothills of the Rockies, where innovation meets natural beauty, Pathstone’s Boulder office supports entrepreneurs, multigenerational families, and forward-thinking foundations with a distinctly personal approach to wealth. Our clients are builders, visionaries, and legacy-shapers—and the strength of our community expands far beyond the city limits. Through every connection and conversation, we help chart financial paths as dynamic and vibrant as Boulder itself.
“Boulder is a place where purpose isn’t just talked about—it’s lived every day,” says Talia Ellsworth, Senior Managing Director. “What makes me proud is that this office reflects the best of Pathstone’s culture. It’s about the relationships we have, the shared humanity, and the trust we build together.”
Here, we believe wealth is most powerful when it’s aligned with purpose. And while every client engages directly with our Boulder team, they also benefit from the full capacity of Pathstone’s national expertise—an integrated network of advisors, specialists, and planners deeply committed to helping you live your preferred life.
Whether your journey begins with a liquidity event, a family legacy conversation, or a philanthropic idea taking shape, we’re here to meet you where you are—and walk with you toward what’s next.
Rooted in the Boulder Community
We’re proud to collaborate with local partners like Naturally Boulder, the University of Colorado Boulder, Leeds School of Business, BMoCA, YPO, and Impact on Education. Whether hosting summits or informal gatherings, we create spaces where ideas, opportunities, and people come together.
Request a Conversation
Let us know a little about you, and we’ll connect you with someone who can help—wherever you are in your journey.
Let’s get started
In Service of Your Preferred Life
Wealth is more than a measure of success—it’s a resource for meaning. That’s why we view every client relationship through the lens of a preferred life: a life shaped by values, driven by vision, and lived with purpose.
In Boulder, clients often look to us for:
Creating a Long-Term Vision & Strategy
Clarify your family’s purpose, values, and aspirations, and translate them into a clear, actionable financial and life strategy.
Assuring Financial Freedom and Security
Build and manage a resilient financial foundation that protects your wealth, supports your goals, and delivers long-term confidence.
Securing Peace of Mind by Managing Risks
Protect your family, assets, and digital presence through comprehensive risk, insurance, and security planning tailored to your unique needs.
Defining Legacy & Plans for Future Generations
Design governance, trusts, and legacy strategies that preserve your wealth, strengthen family unity, and empower rising generations.
Cultivating Relationships, Community & Philanthropy
Align your wealth with your purpose through strategic giving, impact investing, and meaningful engagement with communities and causes.
Advancing Professional Impact & Leadership
Navigate business and leadership challenges with strategic advisory that helps you grow, govern, and transition your enterprises effectively.
Fostering Personal Fulfillment & Growth
Support your personal growth, well-being, and lifestyle with customized services that ease complexity and enrich your daily life.
Supporting Health & Vitality
Ensure your health, wellness, and global care needs are met with proactive planning and seamless coordination across every life stage.
And behind every service is something deeper: a commitment to listening closely, thinking holistically, and delivering advice that not only solves—but also supports.
Visit our offices in Boulder
1048 Pearl St
Suite 450
Boulder, CO 80302
(303) 442-4447
How We Bring Your Preferred Life into Focus
Every client journey is different. That’s why we offer a wide spectrum of services—all designed to support the life you envision. Whether you’re refining your strategy, expanding your impact, or preparing the next generation, our integrated capabilities help you move forward with clarity and confidence.
Here’s how we help bring your vision to life:
Creating a Long-Term Vision & Strategy
- Vision & Values Discovery
- Strategic Financial Planning & Modeling
- Plan Structuring & Optimization
Assuring Financial Freedom and Security
- Investment Strategy & Management
- Performance Reporting & Administration
- CIO Outsourced Services
- Financial Planning & Advisory
- Tax Strategy & Compliance
Securing Peace of Mind by Managing Risks
- Insurance Strategy & Oversight
- Cybersecurity & Digital Safety
- Family Office & Personal Security Planning
- Fiduciary & Governance Advisory
Defining Legacy & Plans for Future Generations
- Family Governance & Decision-Making
- Fiduciary & Trust Administration
- Rising Generation Development
- Family Meetings & Retreats
- Legacy & Estate Planning
Cultivating Relationships, Community & Philanthropy
- Purpose-Driven Strategy & Alignment
- Education, Research & Engagement
- Philanthropic Strategy & Governance
- Implementation & Administrative Support
Advancing Professional Impact & Leadership
- Strategic Business Planning & Leadership Advisory
- Governance, Boards & Corporate Structure
- Tax Planning & Structuring for Business Owners
- Financial Operations & Ownership Planning
Fostering Personal Fulfillment & Growth
- Life Transitions & Personal Growth
- Home & Property Management
- Travel & Mobility Services
- Personal CFO Services
- Daily Life Operations & Lifestyle Services
Supporting Health & Vitality
- Comprehensive Health & Wellness Planning
- Medical Insurance & Concierge Access
- Travel & Global Health Support
Each of these capabilities is tailored to support your unique journey—delivered by a team committed to your goals, grounded in your values, and equipped with the full strength of Pathstone’s national expertise.
Meet our people
Boulder team members that make Pathstone unique.
Kevin Arnold
Skier. Bread Baker. Wordle Addict. Managing Director.
Bliss Bernal
Skier. Bread Baker. Wordle Addict. Chief Compliance Officer.
Tom Gallanis
Skier. Bread Baker. Wordle Addict. Managing Director.
Taylor Gitcho
Skier. Bread Baker. Wordle Addict. Managing Director.
Eric Kramer
Skier. Bread Baker. Wordle Addict. Executive Managing Director.
Eliza Leach
Skier. Bread Baker. Wordle Addict Managing Director.
Michael McGowan
Skier. Bread Baker. Wordle Addict. Managing Director.
Emily Mears
Skier. Bread Baker. Wordle Addict. Managing Director.
Cassandra Puhalla
Skier. Bread Baker. Wordle Addict. Managing Director.
Ronda Vitrano
Skier. Bread Baker. Wordle Addict. Managing Director.
Matt Wiles
Skier. Bread Baker. Wordle Addict. Executive Managing Director.