Private Wealth Management in Oakland, 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.

  • This field is for validation purposes and should be left unchanged.

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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Oakland, CA

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

Wealth managers are financial experts that can provide you with high-level money management. Wealth managers offer a suite of advanced services incorporating a range of financial areas, including taxes, investing, estate planning, retirement planning, and more.

Most wealth managers require a high initial investment of capital; often over $1 million. This initial amount is necessary to be able to fund all of the activities wealth managers do for you, such as buying investments, saving money, paying taxes, and so on. 

Beyond traditional wealth management services, there are also a wide variety of options available at more accessible costs. Online providers can offer similar a a carte services for lower fees, which are usually more useful for the average person than hardcore financial management. Saving and investing apps are also often free to use, and make it easy to manage your own finances. Be careful though; it can be easy to lose money investing if you go about it haphazardly.


The Value of Personal Wealth Management in Oakland, 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 Oakland, 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.
  • This field is for validation purposes and should be left unchanged.

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

Wealth Management Services for Oakland, CA

Oakland is the largest city in Alameda county. 

It has a very mild, Mediterranean climate, with summers that rarely reach 80 Fahrenheit, and winter that rarely drop below 40 Fahrenheit. 

Most of the precipitation occurs during these winter months when the air cools enough to begin to hold moisture. 

The summers are typically dry, sunny, and warm.

If you don’t live in Oakland but are local to the area, you can still find one of our wealth managers! All of our managers also serve in the following locations near Oakland:

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

When Do You Want To Retire?

How far away is your dream life?

  • This field is for validation purposes and should be left unchanged.

FAQs About Wealth Management Firms In Oakland, 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.