Fiduciary financial advisor in Los Gatos, California

Ferguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States. Specializing in wealth management services, their team of experienced professionals offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ferguson Wealth Management - UBS Financial Services Inc. is dedicated to providing top-notch financial guidance and support to individuals and families in the Los Gatos area.

The Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.

Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing expert financial advice and management services, Kane Investment Management, Inc. helps clients navigate the complex world of investments with confidence and success. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kane Investment Management, Inc. is committed to guiding you every step of the way.

Young & Associates is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. With a focus on stability and community investment, we provide bespoke investment strategies aligned with your financial objectives. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as trust management and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what truly matters to you. Led by your private advisor, our dedicated team will assist you in managing day-to-day finances and creating a financial plan designed to grow with you. With a strong presence on the West Coast and a commitment to innovation, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how Young & Associates can help you achieve your financial goals.

Orchard City Wealth Management, LLC is a finance institution located at 987 University Avenue, Los Gatos, California, United States. This institution specializes in helping mid-career tech professionals make critical financial decisions such as determining 401(k) contributions, handling stock compensation, and developing tax strategies. As a privately owned, independent, fee-only registered investment advisory firm, Orchard City Wealth Management serves as a fiduciary for its clients, providing guidance and expertise on complex financial matters. The institution's services are tailored to tech professionals facing major life transitions such as job changes, promotions, and buying a house. With a focus on aligning money with vision, values, goals, and priorities, Orchard City Wealth Management offers ongoing care and support to ensure clients make informed decisions about their finances. If you are a tech professional with equity compensation, Orchard City Wealth Management can help you navigate the complexities of RSUs, stock options, and ESPPs to maximize your financial potential.

Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.