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A Full-Service Financial Planning Firm for You

A Full-Service Financial Planning Firm for You

We work with multi-generational high-net-worth families to help them take the complex world of financial affairs and make them simple. We communicate with our clients in a language that they can understand, and we teach versus lecture.

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CCWM Strategy

Maximizing our retired clients after-tax monthly income, while still accomplishing their legacy objectives.

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Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


Advisors Who Care

We’ve been serving the Central Coast community for over 20 years and the lifelong relationships we foster with clients mean everything to us.

Who We Are

We are independent professionals focused on helping you pursue your financial, personal, and life goals.


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What We Do

We provide comprehensive wealth management services to address all aspects of your financial picture and use in-depth financial plans as our compass.


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Why We Do It

We help our clients navigate their many financial concerns and offer an unparalleled level of service. We choose to work with fewer clients and address items other advisors might miss.

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WHAT INSPIRES US


  • "Price is what you pay. Value is what you get”

    - Warren Buffet

  • “You’ve got to tell your money what to do, or it will leave”

    - Dave Ramsey

  • “Hope is not a financial plan”

    - Ric Edelman

TELL US HOW WE CAN HELP YOU TODAY

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