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Why Our Clients Choose Us

Walnut Creek Wealth Management is comprised of a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses in the San Francisco Bay Area and around the country.  Our mission is to help clients make good financial decisions by taking the time to learn what is important to them financially while providing our unbiased, straightforward advice to help them address their goals.  Our commitment to this mission is defined by three core principles:

Client-Centered Approach

  • In-depth discovery and active listening helps us understand what is truly important to each client
  • A personalized strategy is developed that illustrates where clients stand today along with guidance for the future
  • Clear recommendations that are designed to simplify the complex and help ease decision-making

Benefit: Clients feel the confidence that comes from knowing they are prepared for financial challenges.

Unbiased Advice

  • A team approach allows us to leverage experiences, specialties, and perspectives
  • A hands-on investment approach focused on managing risk that helps provide solutions tied to each clients’ unique circumstance
  • Access to resources and the ability to work with other professionals on our clients’ behalf 

Benefit: Clients feel comfortable knowing they have an independent advisory team acting in their best interest

Personal Attention

  • An experienced staff that delivers high levels of accessibility, responsiveness, and follow-through
  • Ongoing dialogue and advice helps keep clients on track to reach their goals and allows for flexibility as their needs change
  • Transparency and taking an active interest in clients’ lives helps build comfort and trust

Benefit: Clients experience the assurance that comes from a long-term working relationship

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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