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

Wealth Management

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408-502-6015
Mon - Fri : 09:00 - 17:00

Wealth Management

Service is intended for individuals, families and trusts, who need help managing assets. Includes:

  • 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

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