top of page

Wealth Management Basics


Receive solutions to your financial questions by integrating financial planning with investment management

Coordinating your Financial Goals


Integrating investment management with a comprehensive financial plan, enables you to coordinate varied facets of your financial strategy.


Review many areas to include:

  • Investments

  • Tax Planning

  • Financial Independence

  • Insurance and Risk Analysis

  • Liability Management

  • Philanthropy

  • Funding your Goals



Meeting with You


We meet with you at our Palo Alto or Redwood Shores office, through video conferencing online, or via phone.  You decide.


Communicating with You
For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.
  • Proactive Guidance - We reach out to you when appropriate to provide updated recommendations based on a dynamic world environment.

  • Responsive Answers - We address your questions as they arise.

  • 24/7 Access to your A. Client Portal for real time updated information on your assets and B. Client Vault for sensitive documents.


 Your Results
Through life and market changes achieve your goals and exercise good judgment in the face of imperfect knowledge.


bottom of page