Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Walnut Creek, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
600
Avg Client Age
60
Overview

We are a boutique practice that specializes in integrating financial & tax planning. We specialize in helping pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk. We have an experienced team to deliver on this promise, with skills ranging from tax preparation to investment management.

We are looking to continue to grow our business through referral & acquisition. We are also looking to leverage the service matrix we have built to merge with other practices.

We have clients throughout the San Francisco Bay Area, and a 2nd by appointment location in Albany, CA.

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