Building Relationships – Our most important service

You are unique.   Strategic advice takes into consideration your whole financial picture. You should consider access to a Certified Financial Planner. We take time to listen to your needs and concerns, then establish a mutually agreed-upon path to help you work towards your goals. Our relationship extends farther than just your portfolio and we update your complimentary, comprehensive financial plan and monitor it regularly to make sure that it evolves with you. For qualifying individuals, please contact us to make an appointment for your courtesy half-hour consultation.

Planning - “It takes as much energy to wish as it does to plan.”  - Eleanor Roosevelt

A comprehensive and detailed plan is critical to your wealth management goals.   Through the relationship-building we have already begun to develop, we are able to have in-depth conversations to determine how to work towards your goals.  Then we are able to develop a wealth management plan that is unique to you.


This where we put the comprehensive plan that we developed into action.  Whether it’s making the appropriate investment decisions, saving enough to work towards your retirement goals, or creating an Estate Plan that preserves your legacy.  We will be right there by your side as you take each step. Through our personalized  relationship combined with foresight and encouragement we’ll make sure each step of the plan is confidently implemented.

Ongoing support

Did we say we are about relationships?  Any good relationship requires continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.  We will continue to connect with you regularly to update the plan for life events or changes in your goals. We also monitor your portfolio and, when necessary, rebalance according to our plan.  We will remain committed to be your first point of contact with your financial needs.


Mutual Funds





Index-based Notes

Unit Investment Trusts


Financial Planning

Ongoing Personalized Financial Planning
(complimentary for qualifying clients)

Financial advice pertaining to:

Retirement Income



Stock options 

Major Purchases



Life Insurance

Long Term Care


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (650) 225-0796