We take a customized approach with you to ensure that the financial plan we develop together addresses your needs and answers your challenges

WHAT WE OFFER

We work very closely with you to become fluent in the details of the your financial goals and personal values.

We are extremely knowledgeable with company stock options and benefit programs such as those at Hewlett-Packard, Qualcomm, Illumina, Northrop Grumman, General Atomics, D&K, Netflix, and Facebook (to name a few). Rather than offer cookie-cutter advice, we tailor an approach to your household’s specific and individual situation.

In addition to managing your investments, we consult with you on topics including but not limited to:

  • Tax-efficient diversification to ensure your portfolio is not dangerously concentrated

  • Maximizing stock option value

  • Appropriate tax planning

  • Using deferred compensation benefits advantageously

  • Re-balancing company 401(k) retirement account

  • How Prop 13 factors into your real estate investments

  • Buying /Selling a home to maximize profit

To read more about our services and investment strategies visit our services page


OUR PHILOSOPHY

The families and individuals we serve are an important part not only of our livelihoods, but of our lives. We take exceptional care of you, treating your goals as our own and providing investment guidance and wealth management you trust. How is this done? By carefully monitoring the total financial landscape in order to understand what minor and/or major adaptations may be necessary. Our advisors stay on top of current trends, rules, and regulations that aren’t always reported in the mainstream press. You are an expert in your field of work, and we’re experts in ours. With a rigorous amount of research we maintain a healthy knowledge base so you can better spend your time focusing on the topics that genuinely interest you.

PROPER MANAGEMENT THAT SUPPORTS YOUR GOALS

The breadth of our education alongside decades of financial experience allows us to be effective guides for you. Applying both our knowledge of the investment landscape and our understanding to your unique goals and circumstances, we whittle down from a universe of unlimited choices the most suitable opportunities — and pursue this endeavor with elegance, enthusiasm, and a healthy amount of caution.

Because we use multiple custodians, you can access all your accounts from a single log-in when your 401(k) is with a major custodian. Our operations are almost completely paperless and paperwork is done with electronic signatures.

 

Take the first step.

Start your journey towards long term financial security by scheduling your first consultation.