There is nowhere else in the world like Silicon Valley, the backyard of some of today’s most innovative companies. These companies have one thing in common: they all have pushed the limits and disrupted the traditional way of thinking. We challenge you to take that same perspective and apply it to your wealth.
As a fee-only financial planning firm, we have been serving clients for more than 30 years. Our professional financial advisors and investment specialists help individuals and families manage their investments and make educated financial decisions.
We value our relationships with our clients and rely on honest feedback to continuously improve our firm’s operations. Our client advisory board, comprised of four or five clients from varying demographics with differing needs, is integral to the management of our firm.
We have a strong track record of client service satisfaction because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools, and resources and we put them to work for you.
The Three Pillars of our Investment Philosophy
Our customized portfolios, based on your goals, objectives, and time frame, are designed to produce your desired outcome. The difference between effectiveness and efficiency can be summed up shortly, sweetly and succinctly – Being effective is about doing the right things, while being efficient is about doing things right.
We strive to be both prudent and thrifty in our investment selections, demonstrating good value and avoiding unnecessary expenses and fees which can harm performance over time.
Our strategic selection of investments is designed to provide the lowest level of risk possible for a given level of expected return. Effective means "producing a result that is wanted". Efficient means "capable of producing desired results without wasting materials, time, or energy".