Making the Right Choice for Wealth Planning

Finding a financial planning partner is about developing a relationship with a team of professionals that combines confidence in their expertise and comfort with their style and values.

We provide excellent value to people looking for a long-term partner in their financial decision making and investment management. Many of our clients choose us because we have extensive experience in impact and socially responsible investing and a heart-felt commitment to community engagement.

Our clients have at least $1,000,000 in liquid assets. Our vision is that everyone in our community has access to high-quality financial planning; we provide resources and referrals for people with fewer assets.

Schedule an Introductory Call

It starts with a conversation. We set up an initial phone appointment to discuss how we might work together. If we both think it makes sense, we schedule a complimentary, in-person, or virtual meeting with a wealth advisor. 

Schedule a conversation by calling (510) 528-5820. Or

Email Us to Schedule

What to Expect

In our first meeting, we’ll listen carefully to your needs, questions, and life goals. Together, we’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 meetings, other communication, financial planning process, and investment management and reporting.

If you decide to move 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.

Learn more about what to expect

The North Berkeley Wealth Management Client Experience

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

Sample Client Calendar

A Word About Confidentiality

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