Our office locations
50 West San Fernando Street
San Jose, CA 95113
555 California Street
San Francisco, CA 94104
Fig Garden Financial Center
5200 North Palm
Fresno, CA 93704
We develop long-lasting relationships across generations by providing purpose- driven wealth management that aligns your financial resources with your goals.
We understand that the lives of today’s wealthy families are complex. It’s more important than ever to have the steady guidance of an experienced team of professionals that understands the challenges you face throughout life’s important personal and business milestones.
Individuals and families with investable assets of $10 million and more are best served by our comprehensive services. Why clients choose us:
- We always put your interests first
- We are efficient and consistent when executing your wealth plan and investment strategy
- We offer a high-touch, personalized client experience that helps simplify your life
Our approach to wealth management helps you clearly understand where your money is—and why. We help coordinate your financial resources with your personal goals.
- Start with a plan
We help you define your goals and your priorities by listening to what is important to you and your family.
- Invest with a purpose
We construct an investment portfolio that seeks to provide you with a high probability of reaching your specific goals.
- Recommend suitable investment solutions
We provide appropriate, tax-efficient solutions.
- Manage your emotions
We provide a disciplined, trusted approach for each client to manage their emotions when making important financial decisions through every market cycle.
- Review regularly
We meet quarterly to provide the opportunity to review, rebalance and discuss any changes with your goals or priorities.
- Get the most from our team
We enjoy serving our client’s many financial needs and building long-trusted relationships.
Our planning process is comprehensive. We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. The result is a collaborative, disciplined process that tackles your most complex financial needs.
Our comprehensive wealth planning approach includes:
- Retirement income planning
Our team can work with you to help protect your lifestyle and livelihood in retirement.
- Trust and estate planning strategies
We can help with protecting your assets, reducing estate tax exposure, transitioning wealth to future generations and pursuing philanthropic endeavors.
- Tax strategies
We help create tax-efficient portfolios and construct highly customized family gifting solutions.
- Tailored lending and business planning
We offer access to innovative personal and business solutions such as securities backed lending, mortgages and tailored financing.
We objectively analyze all your current policies—including long-term care—to determine whether they meet current and future needs.
Our advice addresses your philanthropic mission statement, as well as assessments of your current charitable goals, contributions and associations.
When you work with us as a client, we help ensure you are prepared for opportunities and protected in times of market turbulence. We tailor your asset allocation and risk management to your short-term objectives and long-term goals.
By separating assets specific to maintaining your lifestyle from those earmarked for your legacy, we create portfolios for the capital you’ll need to meet particular goals or within certain timeframes. This goals-based approach allows us to align your strategy along the timetable that is right for you.
Stonhaus Folland WMG