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Complimentary Initial Consultation

We begin all new relationships with a complimentary conversation so that you can share your goals and concerns and we can discuss if we are the right fit to help you. If we are not the right fit, we will do our best to steer you in the right direction.

How Do I Know If I'm a Good Fit?

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. Most of our clients are in one of the groups below:

Investors With Company Stock

Investors With Company Stock

 

Located in Silicon Valley, we have clients who have a large amount of company stock and want to mitigate single stock risk.

Professional Women

Professional Women

 

Successful professional women find us a good fit because they enjoy working with one of our two experienced women Wealth Managers.

Investors Over 55

Investors Over 55

 

We have helped many of our clients make a successful transition from the working phase of their life to the retirement of their dreams.

We work with clients who have $1 million or more to invest. Exceptions are made in some situations. Our investment management fees are available here. If you are ready to get started, schedule your complimentary initial consultation.

Let's Get Started - Schedule a Consultation