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:
- 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.
- 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
- 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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Ascertaining the value of your business is important for a variety of reasons.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.