Wealth Management & Retirement Planning in San Jose, California

We actively manage investments and advise professionals and people who are financially independent, so they can make smart financial choices and focus on what’s most important to them.

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Wealth Managers Scott Manley, Elaine Manley Founder and Linda Tjiputra

Who We Are:

3 Wealth Managers with 4 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

We are Your Trusted Wealth Managers Helping You Live a Life of Significance

Investors With Company Stock

PROFESSIONAL WOMEN

Investors Over 55

Stay Informed - Read our Timely Topics in our Wealth Management Blog

Reducing Taxes Before & During Retirement

Explore tax strategies to possibly reduce your taxes in all phases of your life. View our webinar replay and download resources for ideas and tools.

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Donor Advised Fund – Efficient Charitable Giving

Donor Advised Funds (DAF) can make it easier to donate to all your favorite charities and potentially achieve some tax savings.

LEARN HOW

September Weakness in the Stock Market

Why has the US stock market been pulling back the last few weeks? We look at concerns, positive factors, and the history of September returns.

Explore Now

Medicare 101 Webinar Replay

Medicare is an important part of your retirement strategy but it doesn't have to be complicated with the right information. View our Medicare 101 Webinar Replay and answer the challenge questions.

LEARN HERE

We Believe Every Journey Needs a Plan

Your Life Goals and Legacy are Within Reach

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.

Schedule The Conversation

We actively manage investments and advise professionals and people who are financially independent, so they can make smart financial choices and focus on what’s most important to them.

Who We Are:

3 Wealth Managers with 4 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

We are Your Trusted Wealth Managers Helping You Live a Life of Significance

Stay Informed - Read our Timely Topics in our Wealth Management Blog

Reducing Taxes Before & During Retirement

Donor Advised Fund – Efficient Charitable Giving

September Weakness in the Stock Market

Medicare 101 Webinar Replay

Meet our Experienced Wealth Management Team

Elaine Manley,
CFP^® Professional

Scott Manley,
CMFC^®

Linda Tjiputra,
CFP^® Professional

Flavio Pando,
CMFC^®

Arielle Rowe

Jennifer Michaelsen

Lynne Houghton

We Believe Every Journey Needs a Plan

We actively manage investments and advise professionals and people who are financially independent, so they can make smart financial choices and focus on what’s most important to them.

Who We Are:

3 Wealth Managers with 4 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

We are Your Trusted Wealth Managers Helping You Live a Life of Significance

Reducing Taxes Before & During Retirement

Donor Advised Fund – Efficient Charitable Giving

September Weakness in the Stock Market

Medicare 101 Webinar Replay

We Believe Every Journey Needs a Plan

Your Life Goals and Legacy are Within ReachWe 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.