Overview

We are a wealth advisory firm in Los Gatos, CA. Our wealth managers specialize in investment planning, tax planning*, estate planning, retirement planning, insurance and risk management, and charitable gifting. As experts in understanding the needs of high net worth individuals, small business owners and emerging wealth professionals, we are committed to offering guidance to our clients to help achieve their financial goals.

We are looking to expand our practice and integrate another level of leadership and continuity beyond the original founders and officers.

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