A partnership to pursue what matters most



My partnership with you forms the basis of all of our work together. In fact, I won't make decisions for you–I'll make them with you. That means I want your input. I'll listen closely when you share your priorities and concerns. Our discussions will help me provide guidance to help you gain control; weigh your next steps and create a course of action you can depend on.

To me, it all comes down to being your advocate–a partner who delivers advice that is relevant to your life and your financial success so you can embrace the future with confidence.

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Richard James "Dick" Massey
Vice President Wealth Management

555 California Street
Suite 4650
San Francisco, CA 94104
415-954-5943
800-826-7014
415-954-5913 fax
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