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We are an independent, fee-only wealth management and personal financial planning firm with offices in Palo Alto and San Jose, California, and serving clients throughout Silicon Valley. Our experienced professionals deliver customized financial and investment advice that helps you maximize opportunities and build your wealth.
Our firm creates investment portfolios and financial plans with you at the center. We’re more than just an advisor. We’re your partner, helping you develop a complete understanding of your financial situation so that we can make recommendations that will help you maximize your wealth and achieve your goals.