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Welcome

We are a truly independent firm based in Palo Alto, California helping families and individuals manage their investments and make good decisions about how to make, save and spend money.

Today’s families enjoy more opportunities but face more complex decision-making. Responsibility for financial security during working years and beyond has shifted to the individual. We have more choices for employment, investing and family life but somehow less time to do it in.

More opportunities. More responsibility. More choices. Less time.

The need for a trusted financial advisor has never been greater.

Call us today at (650) 384-0930.

Read the financial market updates our clients received (September 10, September 17, September 19)