People Building Wealth
Balancing Demanding Work, Time with Friends, Growing Families and Aging Parents Can be a Tough Challenge
Since we are located in Silicon Valley, we work with young professionals with well-paying jobs that sometimes offer significant stock options. Some clients are also both working parents with high-paying jobs.
This group is sometimes called the sandwiched generation because they are in the middle of caring for their children, working demanding full-time jobs, and caring for elderly parents. All these demands on time can sometimes be overwhelming. We work with these clients to create a comprehensive financial plan that balances these many demands on time and financial resources. We help them define their financial goals, establish a budget, save for retirement, plan for their kid's education, acquire the right type and amount of life insurance, develop an estate plan and more.
We have decades of experience helping families in Silicon Valley. With three experienced advisors and five additional support staff, we are here to help you so you can focus on the things in your life that are most important to you.
A couple lives in Silicon Valley. One works for a large tech company and the other has her own business. They wanted help from their advisor with managing their investments so they could freely put their attention on their work and other personal interests.
Their financial advisor helped them create a budget so they could understand and control their spending and actively manages their investments, as well as guides them through the challenging part of life where they are financially helping their older parents.
A married couple lives in Silicon Valley and has a successful small business. In addition, they split time between raising their young children and helping their elderly parents. This leaves very little time for them to manage their own finances and investments.
Their financial advisor worked with them to identify their financial goals and create a comprehensive financial plan. Having their advisor manage their investments allows them to spend their time and attention on the other important areas of their life.
