Integrated wealth solutions in Los Altos, California

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.

Dempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States. With a team of experienced professionals, Dempsey & Associates provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. With a commitment to excellence and integrity, Dempsey & Associates strives to help clients achieve their financial objectives and secure their financial future.

Jemstep is a finance institution located at 5150 El Camino Real in Los Altos, California, United States. They specialize in providing personalized investment advice and portfolio management services to help individuals reach their financial goals. With a team of experienced financial advisors and cutting-edge technology, Jemstep offers tailored solutions to help clients navigate the complexities of investing and grow their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Jemstep can help you make informed decisions and optimize your financial future.

Welcome to Beach Equities, your trusted partner in finance and real estate located in the heart of Long Beach, California. Conveniently situated at 5222 East Los Altos Plaza, our agency is dedicated to serving the vibrant Long Beach community and beyond. Led by the expert duo, Steve Fingerhut and Paige Fingerhut Charnick, Beach Equities brings a wealth of experience and personalized service to each client. Whether you are buying, selling, or investing in property, our team is committed to guiding you through every step of the process with integrity and professionalism. We pride ourselves on our deep understanding of the local market and our ability to tailor solutions to meet your unique financial goals.