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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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

“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.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Making Sense of U.S. Household Net Worth

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Cost of Procrastination

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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.

Historical Inflation

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

Self-Employed Retirement Plans

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Cycle of Investing

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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