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.