Together We can create a plan for the future you want

Creekside Wealth Management Stephen Rudolph, James M. Orr, Larry D. Thomas, Nickolas Prieto, Frederick Mack Geibel, Colleen L. Erickson, Veronica J. Aquilina, Kateri C. Dodd

Creekside Wealth Management






64 Willow Place
Suite 200
Menlo Park, CA 94025

Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

James Orr has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020


Creating your legacy

Creating a legacy that lasts

Planning for the future

Planning for the future