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:
Elaine 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 this year!
This award recognizes women who are established business leaders, with a strong record of innovation in their fields, outstanding performance in their businesses and a clear track record of meaningful community involvement. These Women have made a difference in their communities, blazed a trail for the rest of us and are leaving a mark in Silicon Valley.
Congratulations Elaine! We are very proud of you!
Make the Rest of Your Life the Best of Your Life
Step back out of the busy world and take the time to think about what goals are most important to you! Determine your goals and build your future and share what you learn with family, friends and your Wealth Manager!
Should I Be Worried About My Bank?
March was a stressful month in the financial industry for both U.S. and European banks. In the blog this month, we will discuss items to consider if you are worried about your bank and wondering if you should make some changes.
March Madness Comes to the Banks
March is the month for the NCAA college basketball tournament called “March Madness”. This year March Madness also came to the banks with the failure of Signature Bank and Silicon Valley Bank. See how quickly it all happened.
Age-Proof Your Brain with Dr. Marc Milstein
FJP hosted a webinar with special guest, Dr. Marc Milstein who shared the results of his research on ways to maximize productivity, slow aging and lower the risk for dementia so you can age-proof your brain. Pleased to share with you!
