We are an independent Financial Planning and Investment Advisory firm located in Walnut Creek, CA. We have been advising clients throughout the Bay Area and beyond for over 35 years. We serve approximately 300 families and manage over $375 million dollars in assets on behalf of our clients. As a registered investment advisor we adhere to the fiduciary standard under the Advisers Act of 1940. We are dedicated to putting our clients’ best interest first.
Our focus is on long term client relationships that address a wide array of issues and concerns, including wealth acquisition and management, investment portfolio selection, monitoring and reporting, retirement planning, estate and legacy planning, risk management, cash flow, income tax planning, charitable planning, and specific wealth creation, preservation and transfer matters.
Every client is unique and we customize our analysis for each client while employing modern information technology and research tools. We draw on time-tested experience and expertise in creating evidence based solutions to our clients’ financial challenges.
Our compensation structure is fee only, which typically accounts for over 99% of annual total revenues. We favor this compensation structure as it empowers us to provide unbiased financial advice and portfolio management without product-related compensation or other undue influence.
Located in the East Bay we work with clients throughout the Bay Area and beyond. We serve clients in Walnut Creek, Danville, Alamo, Lafayette, Orinda, Pleasant Hill, Concord, Berkeley, Oakland, San Ramon, Pleasanton, and San Francisco as well as throughout the country.
New clients have come exclusively from client and professional referrals, which is most likely how you heard of us. We are currently accepting new client relationships. Thank you for your interest in our firm.