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

3021 Citrus Circle, Suite 200
Walnut Creek, CA 94598

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DST Vision

“Sage Advice for your Entire Financial Life”

Since 1984 Wealth & Tax Planners, a multiple award winning firm, has provided the highest quality advice for all your financial planning needs...with service second to none. We are independent,  and give you clear and unbiased advice.

We help you retire in comfort, educate your children and grandchildren, save on taxes, and wisely invest your inheritance, 401k/IRA rollover, or asset sale. We work extensively with retirees, women and widows, as well as local executives (Chevron, Kaiser, Safeway, SoCal Edison)  - anyone serious about getting ahead financially.

Our custom Retirement Projection accounts for taxes, inflation, life expectancies, and your spending in order to show how your money ebbs and flows through retirement. We will make sure your money lasts so you can enjoy a successful retirement!

We avoid fads and false promises. Using a combination of low-cost ETFs (exchange traded funds) and actively managed mutual funds (no-load) in well-diversified portfolios, we seek solid returns with lower risk.  A consolidated statement and periodic reviews make it easy to see and understand what you have.

 

Contact us now for a complimentary, no-obligation get-acquainted meeting -
 
The WTP seasoned investment advisory team has long careers in business, law, and on Wall Street, and advanced technical degrees.

 

  • Multiple time recipient of "5-Star Wealth Manager award, San Francisco East Bay", given to a very small group of select local money managers.*

  • Selected among Top Financial Planners in U.S. to co-author the book, "Achieve Retirement & Education Security".*

  • Named to the "TEN MOST DEPENDABLE WEALTH MANAGERS OF NORTHERN CALIFORNIA", as seen in Forbes Magazine.*

  • Highly reviewed instructors by class participants from our "Successful Retirement Planning" classes taught at JFK University.

* Book published 2005, Forbes Magazine published 2007, 5-Star Award 2012, 2016, 2017, and 2018.