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.
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.
Our firm’s investment philosophy incorporates the following principles:
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:
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.
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