CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Why Us?


CONSULTATIVE PROCESS

- In-depth discovery helps us understand our clients' values, goals, and priorities

- A customized financial strategy is developed that illustrates where clients stand today as well as providing a roadmap for the future

- Clear recommendations that are designed to spell out our clients' options and simplify complex concepts

DISTINCTIVE CAPABILITIES

- A team approach that allows for innovation, specialization, and a tailored client focus

- A clear and approachable investment framework that is research-based, risk-managed, and is tied to each clients' stated goals and needs

- Access to world-class resources and collaborating with other professionals helps with plan integration

SERVICE EXCELLENCE

- Working with a select number of clients allows for a high degree of accessibility and responsiveness

- Ongoing monitoring and communication helps clients stay focused on their goals and allows for flexibility as their needs change

- Active listening and taking an interest in our clients' lives builds  trust

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck