About Us

Disciplined And Transparent Investments

Located in Walnut Creek California, Loyal Dog Wealth Management creates strong relationships by getting to know our clients' needs and interests. We give objective advice and ensure you are making informed decisions that help you reach your goals.

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Drew Ross

President

As the President and main portfolio manager for Loyal Dog Wealth Management, Drew Ross combines his proprietary investment process and over thirty years of market experience to provide a risk/reward investment process for his clients. By utilizing technical analysis of relative strength indicators, this tactical approach to investing aims to be more anticipatory than responsive to market changes. Once the areas of the market that are appropriate are found, Drew overlays and overweights that information on applicable investments to give exposure to that area.

Drew's particular proficiencies include a holistic balance-sheet approach, portfolio management, investment planning, and strategies for high net-worth individuals such as hedging or managing concentrated positions. Throughout his career, he built his practice at places like Prudential Securities, Paine Webber, and Wells Fargo Advisors before breaking off on his own to pioneer Loyal Dog. He maintains a select group of clients to provide the focused attention he feels they deserve. The results have spoken for themselves - Drew's practice has grown almost exclusively by referral.

When not working, Drew enjoys spending time with his wife Laura and two young girls in the coastal town of Pacifica.  He also likes to cook, perform live improvised theater in San Francisco, compete in AutoX, and play frisbee with his canine friend Logan - who is possibly the most Loyal Dog that Drew has ever known!

 

Jenipher Chiang

Client Associate

In her role as Registered Client Associate, Jenipher Chiang is the friendly, detail-oriented force that streamlines client services at Loyal Dog Management. Jenipher is known for her commitment to excellence when supporting Drew Ross, President, in Loyal Dog's never-ending mission to help connect their long-term goals with their everyday financial decision making.

Jenipher built her proficiencies at Edward Jones and Wells Fargo Advisors before working with Loyal Dog Wealth Management to implement a higher level of client service & attention. In the 8 years leading up to Loyal Dog's creation, she simplified the day-to-day operations for two Private Wealth Advisors at Wells Fargo Advisors. As well, Jenipher backs all this up with a bachelor's degree from University of San Francisco.

Originally from Taiwan, Jenipher came to California to attend college. Family is the most important thing to her, so you'll often find her spending time with them. When you see Jenipher, ask her about latest excursion to the park or beach with her puppy-pal Muffin!