Resources

We typically work with clients who have $1 million or more in investable assets. However, we evaluate each relationship individually and consider factors beyond just asset size.

We operate on a fee-only basis, charging a percentage of assets under management. This aligns our interests with yours—we succeed when you succeed. We do not receive commissions from product sales.

Yes, we are a registered investment advisor and act as fiduciaries for all our clients. This means we are legally obligated to put your interests first in all recommendations and decisions.

We typically meet with clients quarterly for portfolio reviews, though we are always available when you need us. We also proactively reach out when market conditions or life changes warrant a conversation.

While many of our clients are based in the Bay Area and California coastal communities, we work with clients nationwide through virtual meetings and regular communication.