For Bay Area
Empowering Bay Area founders and business owners with a boutique private wealth offering that combines expert guidance and cutting-edge technology — elevating the client experience while driving cost efficiencies.
Our Personalized Approach
A digital family office that goes beyond the traditional wealth management experience
Client Focus
Entrepreneurs & Small Business Owners|Multi-Generational Families|Pre-Retirees
Areas Of Expertise
Asset Allocation|Estate Planning|Goal Alignment|Real Estate Strategies|Retirement Planning
Locations Served
San Francisco Bay Area
About Us
Since 2004, Keith has helped business owners, entrepreneurs, and families accumulate wealth through goal-based planning to achieve their dream lifestyle and retirement and create multi-generational wealth. His approach – which coordinates all assets – fosters clarity and confidence to financial decisions.
Through deep, honest conversations with his clients, Keith creates, implements, and monitors customized financial plans tailored to support their lifestyles and long-term goals. Prior to 2004, Keith founded The Links Group, advising business owners on corporate finance, business strategy, and technology, and he previously developed product and marketing strategies for Xircon and Fujitsu. Keith lives in Los Gatos, California, with his two Shih Tzus and enjoys fishing for king salmon in British Columbia, golfing, and traveling.
Our Guiding Principles
Relationships built on trust & respect
We prioritize integrity and transparency to build lasting client relationships.
Expert advisors & intelligent tech solutions
Our team and data-driven platform sets a new standard, putting your money to work for you, now and into the future.
A trusted guide for your wealth
A seasoned advisor, backed by experts across diverse fields, offering comprehensive wealth solutions.
Financial impact beyond numbers
We align your financial plan with your goals to deliver lasting, meaningful value
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity