WEALTH & TAX PLANNERS - Retirement Planning and Investment Advice with Highly Personal Service
Financial Advisors in Walnut Creek, CA
925-938-4300

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Address:

3021 Citrus Circle, Suite 200
Walnut Creek, CA 94598

Phone:

Our Approach

To receive maximum benefit from our services, WTP clients generally have incomes of $100,000 or more, and a net worth exceeding $1,000,000. Most new clients are referred to us by satisfied clients, other professionals, or have attended one of our University educational classes. Their main goal is financial independence.

Our Approach:

Our #1 concern is the development of trusted long-term relationships, and our #1 method is to give highly personal service. We take the time to get to know and understand you and your objectives before providing advice, and base our advice on YOUR needs. We are the family financial doctor, coordinating with any needed professionals (CPA, estate attorney), and will work with multiple generations.

Our investment process is scientific, disciplined, and research driven, not "seat-of-the-pants". Nor do we bet on the "beauty contest" of what looks good recently. In handling your money, we are conservative, and employ a highly diversified, no-commission, fee based approach. We use the same solutions as large institutions and very high net-worth investors.  Our goal is to increase the odds of your success while limiting the volatility of your portfolio. 

When you need insurance (long term care, life, estate tax saving), we again are independent and will shop for what makes sense for you, saving you dollars, and getting the right product tailored to your needs.

At all times, our clients come first.