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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

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.

What is the worst Scam to Avoid?

What is the worst Scam to Avoid?

We are seeing more and more scams coming through email and cell phones, to us and to our clients. It is important to be  vigilant daily, as one wrong click can lead to devastating consequences.

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Emergency Preparedness Webinar Replay

Emergency Preparedness Webinar Replay

You can't prevent a natural disaster but you can prepare for one. Our recorded Emergency Preparedness Webinar gives you the tools to plan and survive.

Where LTC Stands Today &#8211; Whether You Own Now or Are Considering Buying

Where LTC Stands Today – Whether You Own Now or Are Considering Buying

LTC policies can be a financial lifeline to a family to afford support they need without the worry of burdening family. Learn where it stands today.

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 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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