We are an independent Financial Planning and Investment Advisory firm located in Walnut Creek, CA. We have been advising clients for over 33 years. We advise approximately 250 families and manage over $350 million dollars in assets on behalf of our clients. Because we are employee owned, we have a very personal interest in the satisfaction of our clients and the success and integrity of our company. We are dedicated to the success of each of our clients.
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 and 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 solutions to our clients’ financial challenges.
Our preferred compensation structure is fee only, which typically accounts for over 95% 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.
New clients have come exclusively from client and professional referrals, which is most likely how you heard of us. At this point, we are currently accepting new client relationships. Thank you for your interest in our firm.