Private Wealth Management in Contra Costa County

 

Connect With a Wealth Manager

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Top Wealth Management Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Wealth Manager In Contra Costa County


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value of Personal Wealth Management in Contra Costa County


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can Asset Wealth Management in Contra Costa County Help You?


Wealth managers are financial professionals that offer advanced financial services to clients.

These services can include:

  • Retirement planning
  • Investing
  • Estate planning
  • Life transition planning
  • Tax planning

Wealth management is somewhat of a luxury service targeted at affluent clients.

However, recent improvements in technology have allowed alternative wealth management options and tools to become both powerful and user friendly at a low cost.

Online providers can offer similar a la carte services for lower fees than wealth managers, and saving and investing apps make the process of self management simple.

Questions To Ask Your Contra Costa County Wealth Manager


What do your typical clients look like?

  • Your wealth manager is certainly capable of handling different kinds of clients, but if yours seems to work almost exclusively with people who don’t share your financial position and goals, they may be less well equipped.
  • What are your account minimums?
  • Different managers charge different amounts to open an account with them. Make sure that you know how much you will need to put down right away.
  • What kinds of investment do you make?
  • Your manager should be making investment in a variety of different forms, such as stocks and bonds, CDs, ETFs, commodities, and more. Also make sure that they intend to invest in companies and organizations to which you feel comfortable giving money.

 

Find Wealth Management Companies Near Contra Costa County

Connect With a Wealth Management Firm

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Wealth Management Services for Contra Costa County

Contra Costa is Spanish for “opposite coast,” in reference to Contra Costa’s position opposite the Bay to San Francisco.

One of the most notable landmarks in the area is Mount Diablo, which is part of the northerly peak of the Diablo Range.

If you don’t live in Contra Costa county, you can still take advantage of our wealth managers! See the list below. If you live in or can travel to one of these area, then our managers can serve you:

  • Sausalito
  • Berkeley
  • Moraga
  • Orinda
  • Lamorinda
  • Easy Bay
  • Bay Area
  • Walnut Creek
  • Dublin
  • Oakland
  • And the larger Lafayette area

When Do You Want To Retire?


How far away is your dream life?

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Other Resources On
How To Choose a Wealth Management Firm In Contra Costa County

Why Partner with a Wealth Manager?

What Does a Wealth Manager Do?

7 Questions To Ask Your Wealth Manager

FAQs About Wealth Management Firms In Contra Costa County

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.

Financial advisors help clients improve their financial health and make progress towards their savings goals.

It depends on how much you have in savings and how much you can put towards savings every month.

Research not just what other clients say about advisors in your area but also what their qualifications are.