Welcome to our website. We invite you to explore the links and reports which we hope you will find interesting and resourceful. Our wealthy clients often have unique goals that require creative out-of-the-box strategies coupled with heightened professionalism and attention to detail.
Please click on the link "Working Together" to the left to more fully understand who we are and the personalized and tailored services we can provide you. The "Market Insights" link is updated periodically, so feel free to visit as often as you like.
Should you wish to schedule a strategic discussion, either in person or on the phone, simply call us at 408.947.2203 or 800.444.4752. The pleasure would be ours and we look forward to speaking with you.
In our quest to continuously improve the service we provide our clients, our group recently held a successful off-site with management and operations staff. Click here for details.
Jordan recently spoke at the Orfalea School of Business at Cal Poly, San Luis Obispo. The presentation was well received, shedding light on life lessons in wealth, and achieving personal, career and financial goals.
Many clients have been with us well over 15, 20 and 25 years, with all new clients coming solely from referrals. We thank you for your trust and confidence.
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