"We believe you can retire with more clarity and confidence than you ever thought possible."
- Elaine & Scott Manley
"Enjoy the Journey was such a delight to read! It was an uplifting, educational and sometimes entertaining explanation of how and why to think clearly about the future and retirement. I loved the real life examples used that brought the concepts to life. These authors really know how to help people determine what is best for their individual situations!"
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
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.
Making Medicare Work for You
Elaine Manley discussed important topics about Medicare with Jennifer Taboada, a Senior Financial Wellness Consultant and one of their experts in Medicare from BlackRock. This article will recap the March 2024 Webinar and share valuable Medicare resources.
Keep Your Personal Information Safe
Data breaches from large and small companies have resulted in confidential personal information being stolen by cybercriminals. Everyone needs to be aware and take steps to minimize their risks whenever possible.
What Should I Do if a Company Merger Just Eliminated My Job?
Mergers & acquisitions can result in lost jobs and those impacted have many important life decisions to make. We have decades of experience helping people through these transitions and can help you.
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.
