Mary Heck's Contact Details

Mary Heck's Company Details

Vernal Point Advisors

San Francisco, California, United States • 11 - 50 Employees
Financial Services

Vernal Point is a management-owned wealth advisory firm founded in 2012 and headquartered in San Francisco. Vernal Point is run by experienced industry professionals who joined from leadership roles at elite wealth strategy, investment and family office organizations. Our focus is on service, not sales.We partner with a small set of exceptional families to provide sophisticated after-tax wealth strategy and investment management. The majority of our clients' families generated their wealth as founders of public and private companies or as general partners of private investment firms. Vernal Point clients often have significant direct investments in operating companies or real estate. Many come to Vernal Point asking to advise on integrating their self-managed assets across the balance of the investment portfolio and to create the most thoughtful planning structures appropriate for all assets.All clients access the core pillars of Vernal Point:• Radical customization• Creative integration • Institutional quality investment management