Private Wealth Management in Pleasanton, 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 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 Pleasanton, CA

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

If you have financial needs that are becoming too time-consuming and complex to sort through on your own, then a wealth manager may be the professional for you. Wealth managers offer high-level financial services to clients with significant capital and far-reaching needs. Below are some of the things a wealth manager can help you with:

  • Retirement planning (many managers hold retirement accounts of both their clients and the client’s family members)
  • Managing an investment portfolio
  • Tax planning, filing, and deductions
  • Philanthropy and charitable donations
  • Estate and succession planning
  • Managing non-traditional assets like art or real estate

As you may have gathered, traditional wealth management is geared towards clients with significant amounts of disposable capital, such as affluent individuals, corporations, or philanthropic organizations. If you aren’t any of those, there are still a variety of powerful alternative wealth management options. Online providers can offer a la carte services for lower fees, which may be better for those without such broad needs. Wealth management tools like saving and investing apps are often free and also provide great benefit. Be careful with these, however; it can be easy to lose money through investing if you aren’t careful.


The Value of Personal Wealth Management in Pleasanton, 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 Pleasanton, 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 Pleasanton, CA

Pleasanton is the headquarters of several major companies, including Safeway and Blackhawk Network Holdings. 

Other major employers include Kaiser Permanente and Oracle, and Nordstrom’s. 

The city has a Mediterranean climate with hot, dry summers and cool, wet winters.

The temperature swings more than other temperate climates, reaching nearly 90 Fahrenheit in the summer and below 40 in the winter.

All of our managers also serve in the following areas near Pleasanton; if you are local to one of these areas, our managers can help you:

  • Dublin
  • Oakland
  • Lamorinda
  • East Bay
  • Contra Costa County
  • Walnut Creek
  • Orinda
  • Bay Area
  • Moraga
  • Berkeley
  • Sausalito
  • And the larger Lafayette area

When Do You Want To Retire?

How far away is your dream life?

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FAQs About Wealth Management Firms In Pleasanton, 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.