Wealth Management Basics

Helping Silicon Valley engineers and executives retire with clarity by receiving 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 - including employee equity such as RSU's, ISO's, and NQ Equity Compensation

Tax Planning - Strategies to manage your tax liabilities

Financial Independence

Insurance and Risk Analysis

Liability Management

Tax Efficient Charitable Gifting

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. Money Guide Pro for Planning Insights.
Regular updates about latest economic, market, or planning opportunities.

Wealth Management Basics

Communicating with You

For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.

Your Results

Like our current clients you can achieve your goals and exercise good judgment in the face of imperfect knowledge through life and market changes.