The Soriano McKinney Group is a team of experienced wealth management professionals based in San Francisco, CA. With over 35 years of investment advisory experience, Susan McKinney and Gerard Soriano offer tailored plans and comprehensive financial services to high-net worth individuals and families, focusing on philanthropic strategies, cash flow planning, and investment advice.
Supported by Karen Garcia, a seasoned wealth strategy associate, the team at The Soriano McKinney Group collaborates with clients to deliver proactive problem-solving and strategic solutions, utilizing the sophisticated resources of UBS Private Wealth Management. Their expertise lies in customizing asset allocation strategies, diversifying concentrated equity positions, and implementing estate and tax planning strategies to minimize liabilities and help clients achieve their financial goals.
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