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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
“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.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Five creative (and inexpensive) ideas for motivating your employees.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A change in your mindset during retirement may drive changes to your portfolio.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.