19925 Stevens Creek Blvd, Suite 100, Cupertino, CA 95014
Mon - Fri : 09:00 - 17:00

Services

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408-502-6015
Mon - Fri : 09:00 - 17:00
In Partnership with
Ameritrade Institutional
AQR
BAM
Dimensional
eMoney Advisor
NAPFA
TIAA CREF

Our Main Services

We offer three services, tailored to meet your financial needs
1

Wealth Management

Services intended for individuals, families and trusts, who need help managing assets

1

Retirement Planning

Services intended for individuals and families who need help to plan for their retirement

1

Education Planning

Services intended for families who need help to plan their child’s College Education funds

Wealth Management

For working spouses, who are accumulating assets for retirement:

  • Identifiying portfolio management goals and establish a timeframe.
  • Develop an Investment Policy Statement (IPS). The IPS defines a framework for portfolio management and governs the ongoing management of the portfolios.
  • Implementation of the porfolio.
  • On-going monitoring and re-balancing.

Securities clearing and custody is provided through TD Ameritrade Institutional.

Wealth Management Solutions

Choose from two Wealth Management options
Early Stage Investor (age 25-35)
$EVEREST
Wealth builder using Low cost,
Tax efficient ETFs
ETF only
0.75% Advisory fee
$750k min asset
$3k Planning fee
High net worth families (age 35-60)
$EVEREST +
Wealth protection during market correction
Tax management
ETF, Mutual Funds, Alternate Investments
0.75% Advisory fee
$750k min asset
$3k Planning fee

Retirement Planning

For spouses in retirement needing cash flow from portfolio:

  • 401k account management and guidance.
  • Retirement scenario planning.
  • Advanced portfolio management Techniques to support cash flow withdrawal

For related areas in comprehensive financial planning, such as Insurance, Income tax planning, and Estate planning, we refer you to a trusted network of specialized professionals.

Retirement Planning Solution

Retirees (age 60 and above)
$EVEREST ++
Guarantees cash flow in retirement
Portfolio Buckets using ETF, Mutual Funds or Alternate Investments
0.90% Advisory fee
$1M min asset
$3k Planning fee

Education Planning

For families requiring assistance in planning for funding College expenses. Includes:

  • Identify college funding goals.
  • Manage educational saving assets for clients.
  • Offer guidance on selecting the right 529 Plan.

Request a Free Consultation

Commitment, Trust and Knowledge is what you can expect working with us




Proud Members

Ameritrade Institutional
AQR
BAM
Dimensional
eMoney Advisor
NAPFA
TIAA CREF