Private Wealth Management in Lafayette, 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


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


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 Lafayette, CA

  • Financial Advisor Close to Lafayette, 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 Lafayette, CA Help You?

Wealth managers are high-level financial professionals that offer a suite of advanced services to clients with complex and time-consuming needs. Wealth managers are common among corporations and philanthropic organizations, however many affluent individuals and families also use wealth managers. Some of the things a wealth manager can do for ou include:

  • Planning for retirement (many managers hold retirement accounts for multiple members of the same family)
  • Tax planning, filing, and deductions
  • Philanthropy and charitable donations
  • Estate planning
  • Succession planning

Traditional wealth managers are the most well known variety, however nowadays there are also a variety of alternative management options available as well. Online providers can offer similar or the same services, often at the same professional level, and for lower fees. Saving and investing apps streamline the process of self management and are often free. Be careful though; it can be easy to lose money through investing if you aren’t careful.


The Value of Personal Wealth Management in Lafayette, CA

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


Without Advisor

With Advisor

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

Find Wealth Management Companies Near Lafayette, 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 Lafayette, CA

The city of Lafayette was named after Marquis de Lafayette, a French military hero of the Americana Revolutionary War. 

The city experiences a Mediterranean climate, although the temperature swings during the year can be more dramatic than in areas nearer the Bay. 

Lafayette receives lots of sunshine all throughout the year.

See the list below; if you live in or can travel to one of these locations near Lafayette, our managers can serve you:

  • Bay Area
  • East Bay
  • Lamorinda
  • Berkeley
  • Moraga
  • Walnut Creek
  • Orinda
  • Sausalito
  • Pleasanton
  • Dubin
  • Oakland
  • And Contra Costa County

When Do You Want To Retire?

How far away is your dream life?

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FAQs About Wealth Management Firms In Lafayette, 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.