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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

Reducing Taxes Before & During Retirement

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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<strong>Donor Advised Fund &#8211; Efficient Charitable Giving</strong>

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

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.

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Medicare 101 Webinar Replay<br/>

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.

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