Planning – a Roadmap for the Future


Wealth is about more than money.  True prosperity is the freedom and ability to accomplish the things most important to you. Through face-to-face consultations with our experts, we guide you through our Wealth Management Process to understand the issues most important to you, and to simplify your financial life - so you can focus your energy on what matters most. The result is a highly personalized wealth management plan crafted by our experts, tailored specifically to you.

Wealth creates opportunities but also brings complications such as:

  • How do I protect my money, yet make sure it grows?
  • How can I reduce my taxes?
  • What is the best way to help family and heirs?
  • How do I engage in meaningful philanthropy?

On top of that, clients frequently have concerns such as:

  • Will I have enough money to support my lifestyle?
  • How do I manage the risk of company stock options?
  • How soon can I retire or start a business?
  • Should I rollover my 401k into an IRA?
  • How do I invest an inheritance?

Through detailed planning and sound investment strategies we help you gain confidence in your future.

To schedule a personalized consultation please call us at 831-372-3426 or 925-462-8005, use our contact form.