Who We Are
Lynn Wilson Roberts and Anne Roberts are a mother-daughter real estate team with Compass serving Palo Alto, Los Altos, Los Altos Hills, Menlo Park, Portola Valley, and the surrounding Peninsula. Their team has been recognized by RealTrends as one of America’s Best Real Estate Professionals, consistently ranking among the top residential real estate teams in both California and the United States from 2020 to 2026. They are known for strategic home preparation, luxury home sales, trust and estate transactions, and data-driven negotiation.
Our Areas of Expertise
Ranked among America’s Best Real Estate Small Teams per Real Trends Verified and having served the Bay Area for over 18 years. Here’s why hundreds of individuals have trusted us to navigate the competitive Bay Area Real Estate market.
Strategic Home Preparation
One of the biggest ways we help sellers maximize their return is by identifying the improvements that will have the greatest impact before listing. From paint and flooring to larger renovations, we can recommend contractors, budgets, materials, and timelines so our clients can focus on their move. Our goal is to make every dollar spent work harder and position each home to stand out in today’s competitive Bay Area market.
Trust & Estate Sales
Selling a home as a successor trustee or through an estate requires a different level of guidance. We understand the fiduciary responsibilities involved and help trustees navigate every step of the process—from preparing the home and coordinating vendors to marketing, negotiations, and closing. We provide clear communication, detailed accounting, and thoughtful support throughout what is often an emotional transition.
Luxury Home Sales
Whether representing a historic Palo Alto home, a contemporary Los Altos residence, or an estate property in Portola Valley, we tailor every marketing strategy to the home’s unique strengths. Our approach combines pricing expertise, thoughtful presentation, professional photography, and targeted marketing to reach the most qualified buyers.
Buyer Representation
Buying a home on the Peninsula requires more than finding listings. We help buyers understand disclosures, evaluate renovation potential, connect with trusted inspectors and contractors, and develop competitive offer strategies. Through Compass Private Exclusives and our local network, we also help clients discover opportunities before they reach the broader market.
Peninsula Market Expertise
We proudly serve buyers and sellers throughout Palo Alto, Los Altos, Los Altos Hills, Menlo Park, Portola Valley, Mountain View, Redwood City, Woodside, and surrounding communities. Because we work across these markets every day, we understand the nuances that influence value—from school districts and architectural styles to neighborhood trends and buyer demand.
Meet Lynn Wilson Roberts
Lynn began her real estate career at the start of the 2008 recession – a time that required resilience, innovation, and hustle. Now a top-producing agent and respected leader in the local real estate community, she brings decades of experience and sharp market insight to every transaction.
LYNN'S SPECIALTIES:
- Strategic home preparation
- Bay Area luxury home sales
- Trust & estate sales
- Pricing strategy
- Negotiation
Meet Annie Wilson Roberts
Annie joined Lynn in 2016, leaving her position as Chief of Staff at a San Francisco based digital advertising technology start-up.
With a strong background in tech and marketing, Annie brings a modern, data-driven approach to real estate on the Wilson Roberts team. Blending creative strategy, renovation expertise, and relentless client advocacy, Annie leverages technology and hard work to deliver exceptional results.
ANNIE'S SPECIALTIES:
- Buyer representation
- Strategic renovations
- Home marketing
- Disclosure analysis
- Project management
- Data driven pricing
Frequently Asked Questions
Answers to Common Questions About Working With the Wilson Roberts Team
We’ve answered some of the questions we hear most often from our clients. For those buying their first home, preparing a property for sale, or navigating a trust or estate sale – here are some questions to kickstart your search.
We work with buyers and sellers throughout the Peninsula and San Francisco and are thrilled to serve our clients wherever they need us. Our areas of focus include Los Altos, Los Altos Hills, Menlo Park, Mountain View, Palo Alto, Portola Valley, Redwood City, San Carlos, San Mateo. In San Francisco we work throughout the city including Bernal Heights, Cole Valley, Noe Valley, Haight-Ashbury, Mission, West Portal, Miraloma, Sunnyside, Marina, Pacific Heights and more.
Because we work across these markets every day, we understand the nuances that influence home values—from school districts and neighborhood trends to buyer demand and architectural styles. Whether you’re buying your first home, selling a longtime family property, or searching for an investment opportunity, we provide market-specific guidance tailored to your goals.
Wow thanks for noticing! We believe buyers pay a premium for homes that feel well cared for and ready to enjoy. Before listing a property, we help our clients identify improvements that will have the greatest impact on value—from cosmetic updates to larger renovations. By managing the process from start to finish and focusing on strategic rather than excessive improvements, we’re able to present homes in their best light while maximizing our clients’ return on investment. On top of the preparation that goes in, we work with the best photographers and stagers in the business.
Yes. We have extensive experience helping successor trustees and families navigate trust and estate sales throughout the Bay Area. These transactions often involve unique legal, financial, and emotional considerations, and we understand the importance of providing clear communication, careful documentation, and thoughtful guidance throughout the process. Trustees are usually responsible for a significant amount of administrative work. We’re here to lighten the load. From preparing the home for sale to coordinating vendors, marketing the property, and managing negotiations, we help trustees fulfill their fiduciary responsibilities while making the process as smooth as possible.
Absolutely. Preparing a home for sale is one of our greatest strengths and often one of the biggest factors in achieving exceptional results. We help clients determine which improvements are likely to generate the highest return, whether that’s fresh paint, new flooring, landscaping, staging, or larger renovations. We coordinate contractors, oversee timelines, assist with material selections, and manage the details so our clients can focus on their next chapter. Our goal is to invest wisely—improving the home’s presentation without overspending.
Our approach goes far beyond listing homes or opening doors. We combine data-driven market expertise with hands-on project management to help our clients make informed decisions and maximize value. For sellers, we often oversee strategic home improvements, coordinate trusted contractors, and create a customized marketing plan designed to attract the right buyers. For buyers, we provide detailed disclosure analysis, renovation insight, and thoughtful negotiation strategies. Every recommendation is based on what we believe will create the best outcome—not simply the fastest transaction.
We believe our clients deserve more than occasional check-ins. From our first consultation through closing—and often long after—we’re actively involved in every step of the process. We coordinate inspections, contractors, staging, photography, marketing, negotiations, and closing details while keeping our clients informed and prepared. Our goal is to reduce stress, solve problems before they become obstacles, and make every client feel supported throughout their real estate journey.
Buying a home in the Bay Area requires more than writing a strong offer. We help our buyers understand disclosures, evaluate renovation potential, estimate improvement costs, and identify risks before making a decision. Through our local network, Compass Private Exclusives, and excellent relationships with other agents, we often help clients discover opportunities before they become widely available. We then develop a thoughtful negotiation strategy tailored to the property, the competition, and our clients’ priorities.
Compass provides us with industry-leading technology, marketing resources, and an extensive network of agents, while allowing us to deliver highly personalized service. Through Compass tools like Private Exclusives and Coming Soon listings, we can often create additional opportunities for both buyers and sellers. We combine these resources with our own hands-on approach, local expertise, and concierge-level service to give our clients the best possible experience.
There is no way I can say enough about Lynn and Annie’s knowledge, professionalism, drive and support and kindness in what can be a very stressful and trying life event. They did an over-the-top superb job in handling the sale of my house a couple years ago and I had a clean offer over the asking price before it officially went on the market.
I appreciated your tireless “boots on the ground” hard work, as well as your clear communication regarding all the ensuing plans, decisions, and costs necessary. I wanted to take part in the real estate process without being the “go to” project manager, and you made that happen.