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How can we help you on your financial journey?

Investment Management

Investment Management

When you work with us, you’ll get expert investment managers who monitor your portfolio daily.

Retirement

Retirement Planning

Whether you are building wealth, starting retirement, or leaving a legacy, we can help you stay on track.

Estate Planning

Estate Planning

We can review your plan, coordinate with your estate professionals, and facilitate distributions.

Charitable Giving

Charitable Giving

If you give to charity, how can you give in a tax-smart, simple way?  Talk to us about the possibilities.

Executive Compensation Analysis

Executive Compensation Analysis

Stock options and other forms of equity compensation often require planning.  We can help strategize.

Education Planning

Education Planning

We can recommend the most appropriate tuition savings option for you, such as a 529 plan.

Awards and Press

 

Barron's

 

Top Advisor Rankings: California
MAR 2018

 

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InvestmentNews

 

Best Practices Awards
OCT 2017

 

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Barron's

 

Top 100 Independent Financial Advisors
SEP 2017

 

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Forbes

 

100 Fastest Growing RIA Firms
NOV 2016

 

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A Client-Centric Approach

A Client-Centric Approach

Media Folder: 

Financial Documents You Need to Keep

If you’re in the mood for some spring cleaning, you might be wondering if you can safely get rid of the boxes of tax documents that are stacked up in your garage or basement. To help answer that question, here are a few guidelines on what you should keep and what you can toss:
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Seven Things Newlyweds Can Do to Avoid Arguing Over Money

A significant factor in marital success is how couples handle their financial lives. In fact financial discord could be the biggest marriage warning sign, according to a study conducted by researchers at Kansas State University. "Arguments about money are by far the top predictor of divorce," said Sonya Britt, a Kansas State University researcher and program director of its personal financial planning program. "It's not children, sex, in-laws or anything else. It's money -- for both men and women."
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Five Tips for Appealing a Financial Aid Award

This is the time of year when families review college financial aid awards and agonize over whether they can afford the tab. Many parents don’t realize that students don’t have to accept the first award they receive from a college.  One reason is because it’s a buyer’s market at many institutions.
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