Build a relationship with a financial advisory team that combines confidence, trust, and thoughtfulness. As a fiduciary, we provide excellent value to people looking for a long-term partner in their financial decision-making.

Email Us to Schedule

It Starts with a Conversation

We begin by collecting some preliminary details about your financial situation and discussing how we might work together. We then schedule a complimentary, in-person, or virtual meeting with a wealth advisor. 

Learn more about our fees and minimums >

Schedule your conversation

Read More about Wealth Planning

Moving Forward

What to Expect from Our Meeting

In our first meeting, you will meet with two members of our advisor team. They will listen carefully to your needs, questions, and life goals. Together, you’ll explore important life questions and how they intersect with your finances. We’ll share what you can expect from us as a wealth manager in terms of the financial planning process, investment management, reporting, meeting schedules, and other communications.

Moving forward, we will meet again to formalize our agreement to work together so you understand the details of the schedule and the scope of work we will be doing. Prior to this meeting, we will work with you to gather the relevant data to move your portfolio under our management.

A Note on Confidentiality

We conduct our business with the highest degree of integrity and discretion. These early conversations, as well as any that occur should you become a client of the firm, are completely confidential.

Additional Resources

If you like to read the fine print, below are several documents outlining our business services and practices. We value transparency in our work and want you to have access to all pertinent information as you make your decision.

Form CRS
Privacy Policy
Investment Advisory Agreement

Read More about Wealth Planning

The First Year

Each client’s path differs depending on their needs and desires. During the first several months of working together, we meet several times to go over investments and personalize financial planning as appropriate for your situation. Over time, we develop a meeting cadence that suits each client.

Relationship Launch

Wealth Planning in Berkeley
  • Sign agreement and complete forms

  • Accounts opened and assets transferred

  • Access to online portal and app


North Berkeley Wealth investing
  • Determine strategies, choose appropriate model, and sign investment policy statement

  • Portfolio construction

  • Quarterly reporting and reviews begin


North Berkeley Wealth meeting
  • Articulate concerns and questions

  • Analyze long-term cash flow

  • Create action steps

Ongoing Work

Kate Campbell King, CFP
  • Quarterly portfolio reviews, reporting, and rebalancing

  • Available for any urgent needs

  • First Annual Check-in