Broker Check

We help our clients make smart decisions and align their money with their goals so they can enjoy the journey.


Schedule a Call Today!

Partners in Your Financial Journey - Wealth Managers - Scott Manley, Elaine Manley and Linda Tjiputra

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:

Partners in Your Financial Journey®

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

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.

<p class="">Five Big Money Mistakes During Retirement and How to Avoid Them

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.

<p class="">Mid-Year Economic Update

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.

<p class="">Artificial Intelligence and FJP

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.

<p class="">Property &#38; Casualty Insurance

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.


 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.

Schedule The Conversation