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
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the economy's cycles can help put current business conditions in better perspective.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?