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
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The tax rules that govern donating art are complex and confusing. Take a closer look.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Lifestyle considerations in creating your retirement portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.