CHOOSE A RELATIONSHIP, NOT A TRANSACTION
THE CALIFORNIA WEALTH TRANSITIONS PROCESS
We evaluate every potential client relationship based on the possible impact our services can have. If we are not a good fit, we’ll let you know. We don’t claim to be the financial firm for everyone; our advisors are specifically prepared to help high net worth individuals and families in some of life’s most confusing, complicated circumstances. We will take the time to dive deep with you, understanding your wishes, concerns, and goals. Every recommendation and every strategy is put forth with your best interests at the center.
We’ve spent decades building the customized process we use to help you make decisions about major financial transitions. We know the questions to ask, the steps to take, and the potential challenges you’ll face – and we’ll be with you every step of the way. If you need a referral to a CPA, estate, or divorce attorney, we work with some of the best in the industry and will point you in the right direction. If you have questions about the process or want to schedule an appointment to speak to an advisor, we’re ready to help you get started today.