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THE DW GROUP

A passion for providing comprehensive wealth management solutions

At The DW Group, our mission is to develop deep relationships and work as partners with our clients to provide sustainable financial planning and wealth management solutions.

It is crucial to our process to have every member of our team dedicated to servicing our clients. In doing so, we provide holistic financial services.

Our standards are complimentary to those established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting.

THE DW GROUP

(415) 830-5790

Three Embarcadero
Suite 1610
San Francisco, CA 94111

“Rockefeller Capital Management has the resources that enable us to give our clients truly comprehensive, customized, and sophisticated advice.”

Ann Wang, CFP®, Managing Director, Private Wealth Advisor

The DW Group at Rockefeller Capital Management is dedicated to building relationships built on transparency and trust. We are here to provide you and your family with customized and valuable investment plans.

ANN WANG, CFP®

Managing Director
Private Wealth Advisor
AWang@rockco.com
(415) 830-5765

JAMIE DURRANI

Vice President
Private Wealth Advisor
JDurrani@rockco.com
(415) 830-5766

REBECCA AUSTER

Team Business Manager and Client Relationship Manager
RAuster@rockco.com
(415) 830-5767

JUNE MEE KIM

Team Operations Manager
JKim@rockco.com
(415) 830-5768

SUMMER MACALLISTER

Client Relationship Manager
SMacallister@rockco.com
(415) 830-5769

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Our Ideas
Cultural Revolutions
Cultural Revolutions
Hong Kong the new flash point; winds of change across America
Rockefeller Insights
Rockefeller Insights
Around the Markets: Uncertainty Creates Opportunities
Uniquely Rockefeller Special Client Event - David Rockefeller, Jr., Melissa A. Berman, Sir Ronald Cohen & Dr. Cecilia A. Conrad
Uniquely Rockefeller Special Client Event - David Rockefeller, Jr., Melissa A. Berman, Sir Ronald Cohen & Dr. Cecilia A. Conrad
Philanthropy & Impact: Catalyzing Positive Change and Addressing Humanity’s Greatest Challenges
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