Private Wealth Management in Contra Costa County, CA

 

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Contra Costa County, CA


  • Financial Advisor Close to Contra Costa County, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Contra Costa County, CA 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.

 

The Value of Personal Wealth Management in Contra Costa County, CA


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

Vanguard

$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.

Find Wealth Management Companies Near Contra Costa County, CA

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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Nearest Partner: 250 Lafayette Circle, Suite 203, Lafayette, CA 94549


Wealth Management Services for Contra Costa County, CA

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, CA

FAQs About Wealth Management Firms In Contra Costa County, CA

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.