San Francisco, CA Office

Burling Wealth Partners provides investment management and comprehensive financial planning to individuals — including high net worth clients — and to entities such as family offices, trusts, private foundations, corporations, charitable organizations and qualified retirement plans. The firm delivers both discretionary and non‑discretionary portfolio management, external manager selection, retirement‑plan advisory services and written financial plans tailored to each client’s objectives.

The firm’s investment process begins with a detailed fact‑finding of a client’s financial condition, tax situation, liquidity needs and risk tolerance to design an asset allocation and investment strategy, relying on both fundamental and technical research. Portfolios generally emphasize long‑term strategies using equities, fixed income, mutual funds and ETFs, while the firm will selectively employ alternatives, REITs, structured notes or External Managers when appropriate, and monitors accounts continuously with formal reviews at least annually.

What distinguishes Burling from many peers is its approach to client acquisition and public communications: the brochure discloses that the firm may enter into written referral/solicitor arrangements (with required client disclosures) and it maintains public materials via its firm website listed on the cover page. The brochure also describes the firm’s participation in institutional custodial platforms (Charles Schwab and Fidelity) and the receipt of platform services such as software, research and practice‑management support that assist the firm’s advisory operations.