San Francisco – Amado-McCoy
The Robertson Stephens’ San Francisco – Amado-McCoy office aims to transform the wealth management experience from a static, cookie-cutter, volume-based enterprise into an agile, tailored, and intention-based service. Moira runs a woman-centered practice specializing in investing for social and political good, with a particular interest in growth investing for philanthropic purposes.
As a second-career professional, Dr. Amado-McCoy employs her understanding of power intersections to inform her stewardship advice for women and women’s advocates. Driven by commitment and compassion, the office offers bespoke solutions to help ensure long term financial success for clients and the issues that matter to them.
A strategy-driven approach for managing money explicitly acknowledges that accumulation is never the sole objective for earned and inherited wealth. Partnering with you and other trusted advisors, our team develops a comprehensive view of your financial goals which can then be effectively mapped onto the market economy. Together, we work to achieve not only financial health, but financial power.
Areas of Expertise
- ESG Investing
- Multi-Generational Advising
- Philanthropy and Foundation Consulting
- Philanthropic Planning
- Sudden Wealth and Inheritance
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