As an independent, fee-only wealth manager, we work with clients who have a minimum of $1 million in manageable assets. Our investment philosophy is based on the conviction that reducing investment expenses and minimizing taxable distributions are the best, most risk-free methods to increasing your returns. This is why we look at your finances from a holistic point of view, offering advice on financial planning, investment management and tax services to maximize your control and minimize your cost.
To get started, we’ll sit down with you to gather information about your financial situation, clarify your short- and long-term objectives and then project actions and decisions that will help you get there. We want our relationship with you to be straightforward and easy and to always offer you peace of mind. We’ve designed our process to be a direct reflection of that.
Two easy steps get you started:
- Review our schedule of fees and services
- Contact us to make an appointment at our Berkeley office for your initial meeting