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We actively manage investments for professionals and people who are financially independent. We help our clients make smart decisions through financial planning so they can enjoy the journey.

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Partners in Your Financial Journey - Wealth Managers - Scott Manley, Elaine Manley and Linda Tjiputra

Who We Are:

  • 3 Wealth Managers with 5 Support Staff

  • Fiduciaries

  • Utilizing 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

Who We Serve:

Partners in Your Financial Journey®

<strong>Elaine Recognized as a &#8220;2022 Women of Influence of Silicon Valley&#8221;!</strong>

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!

<p class="">March Madness Comes to the Banks

March Madness Comes to the Banks

March is the month for the NCAA college basketball tournament called “March Madness”. This year March Madness also came to the banks with the failure of Signature Bank and Silicon Valley Bank. See how quickly it all happened.

Age-Proof Your Brain with Dr. Marc Milstein

Age-Proof Your Brain with Dr. Marc Milstein

FJP hosted a webinar with special guest, Dr. Marc Milstein who shared the results of his research on ways to maximize productivity, slow aging and lower the risk for dementia so you can age-proof your brain. Pleased to share with you!

Get Brain Insights!
<p class="">State of the Economy 2023

State of the Economy 2023

In our recent webinar, FJP Wealth Manager, Scott Manley, discussed important topics about the economy and the outlook for 2023 with BlackRock's Head of iShares Investment Strategy for the Americas, Gargi Pal Chaudhuri. Get a recap of the webinar.

Webinar Recap
<p class="">SECURE Act 2.0 Changes Many Retirement Plan Rules

SECURE Act 2.0 Changes Many Retirement Plan Rules

Congress greatly expanded the changes to retirement savings by passing the SECURE Act 2.0, which introduced 92 new rule changes. Let's cover some major provisions for RMDs, accumulation, Roth revisions and more.


 We Believe Every Journey Needs a Plan

Our Long-Term Relationships Build Trust with Our Clients

We are here to help our clients make smart decisions including mitigating taxes, preserving wealth, simplifying the transfer to heirs, and optimizing their impact on the causes important to them. Let’s talk and see if we are the right fit for each other.

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