Personalized Services Designed to Help You
Achieve Your Goals

An Integrated Process for Wealth Management

We believe in integrating financial planning with asset management. By taking a holistic and comprehensive approach in assessing particular needs and goals, we guide the development of an appropriate investment strategy.

The value of our services lies in our ability to help clients focus their efforts, make solid strategic decisions, and gain a clear understanding of their financial situation and potential. WealthValues serves as a central point of contact for our clients’ planning and financial decisions. We are dedicated to providing valued advice and objective and unbiased recommendations. Our comprehensive approach is reflected in the services we provide.

Financial Planning Process

At the outset, we engage our clients in a thorough planning process.

This includes a dynamic discussion to identify financial and non-financial goals. We generate planning scenarios to incorporate a range of assumptions that illustrate the impact decisions can have on achieving those goals.

We provide a comprehensive review of the components that influence a successful personal financial strategy, such as insurance programs, estate plans and tax management, working collaboratively with specialists in these respective areas.

We develop an investment strategy to synthesize the results of the financial planning process.

Personal finances are dynamic. Our ongoing services recognize this by incorporating a financial plan update process concurrent with the implementation of one’s personal investment strategy.

Investment Management Services

Our firm’s investment philosophy incorporates the following principles:

• Asset allocation and diversification protects portfolios from having ‘all eggs in one basket’.
• Minimizing taxes is a critical component of portfolio planning and management.
• Compensation is derived from our clients and not from investments recommended.

At WealthValues, the development of a personal investment strategy utilizes an integrated approach tied directly to the client’s financial plan. Our investment process incorporates the following steps:

• Confirm our clients’ personal planning priorities, time horizons and needs, to form the basis of a long-term strategy.
• Develop a written personal investment policy to reflect the specific strategy. This will incorporate asset allocation parameters designed to meet objectives and be consistent with client’s risk tolerance. We revisit this process with our clients regularly in case there are personal or economic changes affecting their strategy.
• Select Specific Managers - We identify managers for each asset class. This process incorporates both passive and active styles of investing. Our analysis considers investment philosophy, consistency, expertise, research capabilities, track record and overall expenses. Ongoing, we monitor and evaluate the managers using these criteria and in light of the economic environment.
• Monitor, Analyze and Review Investment Results - We monitor market conditions and the performance of our clients’ portfolios. Our clients receive quarterly performance reports and we regularly hold individualized reviews to assess progress towards achieving personal goals. When appropriate, changes are made to the investment strategy or managers after taking into consideration the client’s cash flow needs, tax consequences, goals and objectives.

The knowledge we gain regarding our clients’ goals and personal situations instills confidence in our ability to respond effectively as life situations evolve and change. We are relied upon to support decision-making in a variety of matters such as significant purchases, and those affecting career, business and family.

Call us at 650-941-5530 to arrange a confidential, complimentary consultation.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.