Who We Are:
3 Wealth Managers with 5 Support Staff
Fiduciaries
Utilizing Industry Leading Technology
Based in San Jose, serving Silicon Valley and beyond
What We Do:
Deliver Comprehensive Financial Planing & Retirement Planning
Actively Manage Portfolios
Strategically Mitigate Taxes
Preserve Wealth and Care for Heirs
Maximize Charitable Impact
Congratulations! Elaine Manley 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! Women selected have outstanding performance in their field, meaningful community involvement and are leaving their mark in Silicon Valley.
Is the U.S. Economy Strong? Here is Our Personal Story
Is the U.S. economy strong in 2026? Despite tariffs and geopolitical uncertainty, consumer spending continues to climb, driving record corporate profits and a resilient stock market. In this month's blog, we look at the latest consumer spending and credit card debt data, and share a personal story that offers one surprising peek into just how much Americans are spending right now.
FJP Investment Process
The conflict in Iran, ongoing geopolitical tensions, and shifting economic conditions have created no shortage of uncertainty. With client calls and questions coming in, we want to take this moment to share a closer look at the investment process we use every day to manage your portfolio — from investment selection and risk assessment to the rigorous back-testing and scenario modeling behind every decision we make on your behalf.
State of the Economy
FJP's Scott Manley and BlackRock's Mark Peterson break down the 2026 economic outlook, covering Fed leadership changes, interest rate cuts, inflation trends, the K-shaped economy, consumer spending, gold and silver, and the one piece of advice every investor needs to hear.
Tax Changes Coming in 2026
The OBBB Act brings higher standard deductions, increased retirement contribution limits, raised SALT caps, and temporary breaks on tips, overtime, and car loan interest. Understanding these changes may help you avoid surprises and plan smarter.
