About Meridian Bay
Dedicated to helping families build and preserve wealth since 1999.
Wealth Management for Those Who Value the Finer Things
Founded in the Bay Area in 1999, Meridian Bay Capital serves clients who appreciate the finer things in life while maintaining a grounded approach to wealth management.
Based in our waterfront offices, our advisors bring decades of experience serving high-net-worth individuals and families throughout California's coastal communities.
Fiduciary First
We always put your interests ahead of our own. It's not just our policy—it's our promise.
Relationship Driven
We build lasting partnerships, understanding your story, your goals, and your dreams.
Excellence in Service
From our waterfront offices, we deliver the highest standard of personalized care.
Our Team
Based in our waterfront offices, our advisors bring decades of experience serving high-net-worth individuals and families.
James Richardson
Founding Partner & CEO
30+ years experience
Sarah Mitchell
Chief Investment Officer
25+ years experience
David Chen
Senior Wealth Advisor
20+ years experience
Client Stories
Hear from families who trust Meridian Bay Capital with their financial future.
"Working with Meridian Bay has given us the confidence to enjoy our coastal lifestyle while knowing our legacy is secure. Their team truly understands our values and goals."
Richard & Margaret Chen
Clients since 2015
Sausalito, CA
"After years with larger firms, the personalized attention from Meridian Bay is refreshing. They treat our family's wealth as if it were their own."
The Hartwell Family
Multi-generational clients
Pacific Heights, SF
"Their expertise in retirement planning helped us transition smoothly. Now we spend our winters at our coastal home without financial worry."
Dr. Patricia Yamamoto
Client since 2008
Carmel-by-the-Sea, CA
Ready to Navigate Your Financial Future?
Schedule a complimentary consultation with our team. Together, we'll chart a course for your financial success.