Walnut Creek Wealth Management

Specialties

Our team is dedicated to helping you make good financial decisions. We help you obtain a comfortable future using a customized financial planning and investment strategy. This approach is designed to help manage risk, help provide lifetime income, help protect growth and potentially minimize taxes.

Our clients’ successes have propelled us to become one of the premier wealth management firms in the East Bay. As an independent fee-​based firm, we are free from ties to the big banks, insurance companies, and Wall Street brokerage houses. Our clients value our unbiased, straight forward advice and the confidence it provides.

History

Established in 1985.

For over 25 years successful pre-​retirees and retirees have counted on us to help plan their financial futures and protect their hard-​earned money. We know clients want more financial freedom, more free time, and more meaning from the years ahead — and we plan to make it happen!