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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

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

5 Smart Investing Principles

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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