Who We Are:
3 Wealth Managers with 5 Support Staff
Fiduciaries
Industry Leading Technology
Based in Silicon Valley
What We Do:
Deliver Advanced Planning
Actively Manage Portfolios
Strategically Mitigate Taxes
Preserve Wealth and Care for Heirs
Maximize Charitable Impact
Elaine Recognized as a “2022 Women of Influence of Silicon Valley”!
The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence! The women selected are leaders of companies and institutions from many different industries in Silicon Valley, and Elaine was the only Wealth Manager selected in the group this year!
This award recognizes women who are established business leaders, with a strong record of innovation in their fields, outstanding performance in their businesses and a clear track record of meaningful community involvement. These Women have made a difference in their communities, blazed a trail for the rest of us and are leaving a mark in Silicon Valley.
Congratulations Elaine! We are very proud of you!
The US Stock Market is in a Bear Market. Now What?
The S&P 500 is now down more than 20%. It is the worst start to the US stock and bond markets in decades. Let’s take a closer look at the markets and what is causing this significant sell off in stocks and bonds.
Utilizing a Professional Fiduciary and Finding Care Solutions
Webinar replay from Part 2 of our series with recorded presentations on the role of a Professional Fiduciary and finding the right care solutions for aging family members.
Is the US Stock Market at a Turning Point?
The markets have been in a down trend since the beginning of 2022. The big questions now are: Has the US stock market reached a turning point? Is the stock market at a bottom? We are watching for signs of this every day.
Is the US Residential Housing Market in a Bubble?
Investigate evidence to support if we are in a housing bubble now -- the answer to this question could have a big impact on the economy over the next 24 months.
