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We focus on reducing concerns in our clients’ financial life by taking a truly personal approach in helping them plan and envision their future. We are also committed to helping them take action on important financial decisions in their life, sometimes with lifelong impact.
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients throughout the advisory engagement. We are a fiduciary.
As an independent firm, our accountability is only to our clients.
As a fee-only firm, we have zero incentive to recommend solutions or products that are not exactly right for our clients.
We bring comprehensive investing strategies designed to work in various market conditions to help our clients pursue their goals.
Our client portfolios are designed and managed considering a multitude of factors, including but not limited to, past performance, risks, and return characteristics of the holdings, as well as the ongoing expense of owning them in the portfolios.
All investment decisions have some risks associated with them, including the choice to not invest and hold cash for long period of time. Our investment approach considers a personalized balance of what returns are needed by our clients to pursue their goals within their desired timelines, and what corresponding risks may be unavoidable to pursue them. At times, we also deploy downside protection investment strategies to reduce these risks.