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:
Congratulations! Elaine Manley 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! Women selected have outstanding performance in their field, meaningful community involvement and are leaving their mark in Silicon Valley.
Five Big Money Mistakes During Retirement and How to Avoid Them
Whether you're retired or still on the path there, it's a good idea to learn some moves you can make to avoid these 5 significant financial errors during retirement.
Mid-Year Economic Update
We are more than halfway through 2023 with the economy rolling along and the stock market has had a surprisingly strong start to the year. Learn highlights from our August 3 mid-year economic update including headwinds and tailwinds.
Artificial Intelligence and FJP
AI and ChatGPT are in the news everywhere these days with stories about how AI is making people more efficient. In this article, we discuss various topics related to AI, ChatGPT, and how FJP uses AI to serve our clients better.
Property & Casualty Insurance
Comprehensive planning includes mitigating risks by using different types of insurance. We help our clients directly with life and LTC insurance. Here is our Q&A on property & casualty insurance with one of our network professionals.
