$530MM AUM | $4MM GDC in San Jose, CA
Member is Interested In:
We are an independent wealth management firm. Our focus is on giving a high level of service and providing the full suite of financial planning services to our clients. Our investment methodology relies on rigorous academic research which supports a strategic asset allocation model. All our business is through Loring Ward.
We are interested in continuing our growth through strategic mergers and by offering a succession plan to other advisors.