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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are common mistakes you can avoid when saving for retirement.
Being healthy not only makes you feel good, it may also help you financially.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
A special needs trust helps care for a special needs child when you’re gone.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”