Assembly Wealth

Molly Wagner is a financial advisor at Assembly Wealth in Mill Valley, CA, holding a Series 65 designation with four years of industry experience. She has worked at WrapManager, Inc., NWAM, LLC, and Bristlecone Advisors. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes personalized investment policies and asset allocation tailored to clients’ objectives, employing a mix of long-term, short-term, and trading strategies.

Jesse Hindson is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and previously worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC. His background also includes roles outside financial services, such as at Big Water Grille and Vail Resorts Retail. Assembly Wealth provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes personalized investment policies, asset allocation, and a mix of long-term and trading strategies tailored to client objectives and risk tolerance.

Douglas Hutchinson is a CFA® charterholder with nine years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and has been associated with WrapManager, Inc. since 2014. Assembly Wealth provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, time horizon, and risk tolerance.

Declan Lynch is a CFP® professional with one year of experience at Assembly Wealth in Mill Valley, CA. Prior to his advisory role, he held positions outside the financial industry, including work at David Hertz Architects and SkySource Atmospheric Water Generation. He also served in escort and safety services at Brandeis University. Assembly Wealth is a team of five advisors providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes personalized investment policies and asset allocation using a mix of long-term, short-term, and trading strategies tailored to client objectives and risk tolerance.

Gabriel Burczyk is a financial advisor with Assembly Wealth in Mill Valley, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Prospera Financial Services, Inc. for 12 years and has been associated with WrapManager since 2000. Outside of financial advising, he serves as a general partner of NVBG, LLC, a real estate entity unrelated to his investment activities. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes personalized investment policies and asset allocation, managing accounts through its proprietary wrap-fee platform with a variety of strategies tailored to client objectives and risk tolerance.

Valerie De Vol is a financial advisor at Assembly Wealth with 25 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wrapmanager, Inc. from 2005 to the present and at Prospera Financial Services, Inc. from 2005 to 2016. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and other entities. The firm emphasizes personalized investment strategies and asset allocation tailored to each client’s objectives and risk tolerance.

Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.