Broker Check

228 Hamilton Avenue
Suite 300
Palo Alto, CA 94301

LinkedIn

Robert M. Cheney, CFA, CFP®

650.233.9122

 

Team

Providing our clients with the breadth of services required of Truly Integrated Wealth Management means having a strong and deep team.  At WWS, we believe in focusing on our core competencies - sophisticated financial planning and helping clients solve their wealth management challenges - and then leveraging carefully chosen partners who are experts in their respective fields for the rest. 

We think this approach allows us to provide a broader range of services to clients with greater quality, efficiency, and lower expense than if we built and provided everything in-house. Most importantly, we are able to put our full attention where it belongs: on servicing the needs of our clients.

 
Mr. Cheney has more than two decades of experience in performing private wealth management and investment research for families and business owners. Mr. Cheney is regularly featured in financial media such as CNBC.com, The Wall Street...

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