CONTACT US TODAY
925-215-5600



Your Parents’ Financial Advice Is (Kind Of) Wrong 

Julia Carpenter | WSJ | Sep 13th, 2019
Category: Education

The personal-finance playbook followed by past generations doesn’t add up for many people the way it used to. It’s time for some new money rules.

Liz Weeks listened to her parents. Go to college, they said. Then get a good job, save for a down payment and buy a home. That was how they achieved financial success.

So she followed their playbook. She borrowed more than $165,000 to attend the University of Rochester, and then law school at Syracuse University. Now 32, she is a regulatory attorney in Seattle.

Read More »




A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.