Meet Abby, Wealth Management Associate
As a Wealth Management Associate, Abby helps deliver thoughtful, highly personalized service to our two primary client groups: high-net-worth families and private foundations. She works closely with clients and the broader Relevant Wealth team to coordinate account activity, prepare financial analyses, support portfolio implementation, and ensure that every detail is handled with accuracy, care, and urgency.
Abby plays an important role in our virtual family office model, helping bring together investment management, financial planning, estate and tax coordination, philanthropy, and day-to-day financial needs. Energetic, organized, and naturally collaborative, she helps turn complex financial matters into clear next steps—giving our clients the confidence that their financial lives and important missions are being thoughtfully managed.
Abby recently graduated from Western Washington University with a Bachelor of Business Administration in Finance. She lives in San Francisco and enjoys running, hiking, traveling, and spending time with her friends and family.