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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.
We’re excited to announce two new team members: Chris Duke, CFP®, and Alison Lee. Both of them joined us in November—Chris as a senior wealth advisor and Alison as a client service associate—and they’re already doing great work in providing financial solutions for clients’ lives. Feel free to stop by and say hello—they’re eager to meet you.