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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 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


Partners in Your Financial Journey®

Is the US Residential Housing Market in a Bubble?

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.

Examine Here
How to Spot Dementia and the Estate Plan Implications

How to Spot Dementia and the Estate Plan Implications

Warning Signs of Alzheimer’s and differentiating other forms of dementia as well as important things to consider in an estate plan for people as they get older.

Webinar Resources
Rising Uncertainty Increases Market Volatility

Rising Uncertainty Increases Market Volatility

We explore the changing bond market and how rising uncertainty increases market volatility, which presents challenges as we actively manage investments.

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Jobs, Inflation, Interest Rates and Ukraine

Jobs, Inflation, Interest Rates and Ukraine

There has been weakness in the U.S. stock market with several contributing factors including the jobs numbers, rising inflation, interest rates rising - and Ukraine.

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 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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