Wealth consulting in Los Gatos, California

Glomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth. Our team of experienced professionals is committed to building strong relationships with our clients, providing personalized service and comprehensive financial solutions. As an independent firm, we offer the personalized service of a boutique firm while also leveraging the resources of global financial institutions. With over 70 years of collective experience, our team is credentialed and industry awarded, ensuring that we can guide you through each stage of your financial journey.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

Rice Financial Consulting is a reputable finance institution located at 300 East Main Street in Los Gatos, California, United States. Our team of expert financial consultants provides personalized and comprehensive financial services to individuals and businesses. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experienced professionals are here to help you achieve your financial goals. Trust Rice Financial Consulting to provide you with top-notch financial advice and guidance to secure your financial future.

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.

Empirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of our clients. With a focus on evidence-based investing and a commitment to transparency, we strive to help our clients build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Empirical Wealth Management is here to help you achieve financial success.

U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

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.

Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Copper Tree Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 750 University Avenue in Los Gatos, California. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide our clients with the highest level of service and expertise. Trust Copper Tree Wealth Management - UBS Financial Services Inc. to guide you towards financial success.

Clidro Private Wealth Management is a leading finance institution located at 50 University Avenue in the picturesque town of Los Gatos, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Clidro Private Wealth Management is here to guide you every step of the way. Trust us to provide expert financial advice and professional service to help you make informed decisions and build a strong financial foundation. Visit us today to learn how we can help you reach your financial goals.

Norton Basu LLP is a prestigious law firm located at 15951 Los Gatos Boulevard in Los Gatos, California, United States. Our team of experienced lawyers specializes in a wide range of legal services, including business law, estate planning, real estate law, and more. With a strong commitment to providing exceptional legal representation and personalized service, Norton Basu LLP is dedicated to helping clients navigate complex legal issues and achieve their desired outcomes. Contact us today to learn more about how we can assist you with your legal needs.

Brenner Financial Services is a reputable accounting and finance institution located at 475 Alberto Way in Los Gatos, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual looking to maximize your financial portfolio or a business seeking strategic financial advice, Brenner Financial Services is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to providing personalized service, Brenner Financial Services is your go-to institution for all your accounting and finance needs.

Block Advisors is a professional accounting and financial institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. Our team of experienced advisors specializes in providing personalized tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, our experts are here to assist you every step of the way. Trust Block Advisors to help you navigate the complexities of tax and finance with ease and confidence.

Tu Sophie Xun PhD is a renowned doctor specializing in health and wellness, located at 700 West Parr Avenue in Los Gatos, California, United States. With a wealth of experience and expertise in the field, Dr. Xun offers top-notch medical care and personalized treatment plans to help patients achieve optimal health. Patients can trust in Dr. Xun's dedication to providing compassionate and comprehensive care, making her a trusted healthcare provider in the community.

Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.

Sherer Group LLC is a finance institution located at 61 East Main Street in the beautiful town of Los Gatos, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.

Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you. They strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. They offer a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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.

Cheryl Young is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized financial solutions that adapt to the evolving needs of each client at every stage of wealth. We offer a comprehensive suite of services for individuals and institutions, including bespoke investment strategies and holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey. Rockefeller Global's Cheryl Young offers expert guidance on investing in big tech and maximizing success with Name, Image, and Likeness (NIL) deals. Our firm is a broker-dealer and investment adviser registered with the SEC and FINRA, providing a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for personalized advice on taxation and legal matters.

Edward Jones - Financial Advisor: Vince DiPiero, CFP® is a reputable financial institution located at 101 Church Street in Los Gatos, California, United States. As a Certified Financial Planner, Vince DiPiero offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the community.

Truly Financial Group, LLC is a finance institution located in Los Gatos, California. Our team of experts provides comprehensive tax planning services that are forward-looking and strategic, helping you make informed decisions that optimize your tax situation. With a focus on maximizing your financial resources and minimizing tax liabilities, Truly Financial Group, LLC is dedicated to helping you achieve your financial goals. Contact us at 235 Oak Meadow Drive to learn more about how we can assist you with your tax and financial planning needs.

Scharf Investments, LLC is a finance institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States. Specializing in investment management and financial planning, Scharf Investments offers a range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Scharf Investments is dedicated to helping clients make informed decisions and secure their financial future.

Robert Chaykin - Morgan Stanley is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Robert Chaykin - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to their clients. The team of experienced professionals at this institution is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio or plan for retirement, Robert Chaykin - Morgan Stanley is committed to providing you with the guidance and support you need to succeed in the world of finance.

Hawker Gregg is a reputable accounting and finance institution located at 14127 Capri Drive in Los Gatos, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Hawker Gregg is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Visit Hawker Gregg today and take the first step towards securing your financial future.

Shafer's Income Tax & Real Estate is a reputable institution located at 612 University Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, this institution offers expert advice and assistance in income tax preparation and real estate transactions. With a team of experienced professionals, Shafer's Income Tax & Real Estate is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need help with filing your taxes or navigating the real estate market, you can trust Shafer's to provide reliable and personalized solutions to meet your needs.

Offereins Janda Roe & McCahan is a reputable accounting and finance institution located at 987 University Avenue in Los Gatos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals. Visit Offereins Janda Roe & McCahan for expert financial advice and support.

Amy L Stavis Law Office is a reputable legal institution located in the heart of Los Gatos, California. Specializing in various areas of law, including family law, estate planning, and business law, Amy L Stavis and her team are dedicated to providing top-notch legal services to their clients. With a focus on personalized attention and effective representation, clients can trust Amy L Stavis Law Office to handle their legal matters with professionalism and expertise. Visit their office at 236 North Santa Cruz Avenue to schedule a consultation and discuss your legal needs.