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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


<strong>Elaine Recognized as a &#8220;2022 Women of Influence of Silicon Valley&#8221;!</strong>

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!

Partners in Your Financial Journey®

Are I Bonds Right for Me?

Are I Bonds Right for Me?

I bonds are issued by the US Federal Government and are currently paying 9.62%. Can this be true? Yes, it is! In this article we will cover details including the pros and cons to see if I bonds may be right for you.

Examine Here
The US Stock Market is in a Bear Market. Now What?

The US Stock Market is in a Bear Market. Now What?

The S&P 500 is now down more than 20%. It is the worst start to the US stock and bond markets in decades. Let’s take a closer look at the markets and what is causing this significant sell off in stocks and bonds.

Look Closer
Utilizing a Professional Fiduciary and Finding Care Solutions

Utilizing a Professional Fiduciary and Finding Care Solutions

Webinar replay from Part 2 of our series with recorded presentations on the role of a Professional Fiduciary and finding the right care solutions for aging family members.

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Is the US Stock Market at a Turning Point?

Is the US Stock Market at a Turning Point?

The markets have been in a down trend since the beginning of 2022. The big questions now are: Has the US stock market reached a turning point? Is the stock market at a bottom? We are watching for signs of this every day.

Explore Here

 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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