Life should be
an adventure

Your financial security should not.
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Bay Area Wealth Management Services

No one can accurately and consistently time or forecast the stock market.

Only by establishing a plan that addresses your unique financial objectives will you be able to confidently endure the sometimes steep, yet temporary declines the market experiences. 

This is how the most successful, long-term, investors are able to enjoy the markets superior, long-term returns.

Our Services

Portfolio Management

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Our investment portfolios are thoughtfully constructed to provide investors with reduced risk, superior returns and a reliable income stream.

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Establishing a Financial Plan

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Financial planning should be the centerpiece of all long-term investment strategies. Whether your goal is to replace your paycheck by generating retirement income from your savings/401(k) or leaving an inheritance to your family, your goals come first.

Our financial planning services help you reach your goals while minimizing the risk of running out of money.

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Retirement Income Planning

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It’s very common for those just starting to think about retirement planning to assume that the money they save will be the only money they’ll have to live on when they retire.

While that scenario may technically be possible, it’s very unlikely.

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Social Security Optimization

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Surprisingly few Americans understand the benefits and tradeoffs related to claiming Social Security at various ages.

Deciding when to claim benefits will have a permanent impact on the benefit you receive.

Claiming before your full retirement age can significantly reduce your benefit, while delaying increases it.

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Strategic Tax Planning

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When managing your portfolio, we consider the after-tax, true economic value of your accounts, not just the raw dollar amount.

As a result, we implement tax optimized investment strategies, such as after-tax asset allocation, asset location, Roth IRA conversions, and tax-loss harvesting.

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Why Choose Us?

Experienced and Knowledgeable

Hardworking on your behalf

Competent guidance, specific to

your circumstances

Clean, Transparent Portfolios

 

Clear, plain-spoken communication

to you, about your money

An advocate of your financial interest

 

Naturally inclined and legally obliged to

always advise with your best interest at

top of mind

Plan For Success

The road to financial freedom can be long and challenging. We’re here to help guide you, every step of the way.

Learn About Financial Planning, Investment Management, And Retirement

We firmly believe that every client that decides to work with us should have as much knowledge about the process as possible. Honesty and transparency are of the utmost importance to us, and we strive to provide our clients with the tools and information they need to make smart choices.

Financial Planning When You Get Pregnant

Financial Planning When You Get Pregnant

Having a baby is an amazing, terrifying, life-altering event that will shape your future for decades to come. But having a baby can also be very expensive, depending on how much support you have from a spouse and/or family. For most people, once the baby...

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Understanding Stocks And Market Capitalization

Understanding Stocks And Market Capitalization

When you read financial news, you often see companies or stocks referred to as being large-cap, mid-cap, or small-cap. But what does that mean? Well, those terms are financial shorthand for describing a company’s market capitalization. Market...

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Blueprint to a Successful Retirement – Part III

Blueprint to a Successful Retirement – Part III

When it comes to social security, there is not a single correct answer as to when it is appropriate to begin taking the benefit. For most people, the appeal of accessing the benefit as soon as possible is far too overwhelming. However, it may make good financial sense...

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