Ready to build a relationship with a financial advisory team that combines confidence, trust, and thoughtfulness. As a fiduciary, we provide excellent value to people seeking a long-term partner for their financial decision-making.
Getting Started
It Starts with a Conversation
We begin by learning more about you, collecting 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.
Schedule Your Conversation
(510) 528-5820
[email protected]
Working with North Berkeley
Moving Forward
In your first meeting, you will meet with an advisor. They will listen carefully to your needs, concerns, and 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 your wealth manager in terms of the financial planning process, investment management, reporting, meeting schedules, and other forms of communication.
If you decide to move forward with North Berkeley, we will meet again to formalize our agreement so you understand the schedule and scope of work. We will gather the relevant data to move your portfolio under our management.
Additional Resources
If you like to read the fine print, below are several documents outlining our business practices. We value transparency in our work and want you to have access to all pertinent information.
ADV
Form CRS
Privacy Policy
Advisory Agreement
A Note About 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.
Moving Forward
The First Year
Each client’s path differs depending on their needs and desires. During the first months, we meet several times to go over investments and personalize financial planning. Over time, we develop a meeting cadence that suits you.
1. Relationship Launch
- Sign the Advisory Agreement
- Complete the necessary forms
- Accounts opened, and assets transferred
- Online portal activated
2. Getting Started with Investing
- Determine strategies and risk tolerances
- Choose an appropriate model
- Sign the Investment Policy Statement
- Portfolio construction
- Quarterly reporting and reviews begin
3. Financial Planning Work
- Articulate concerns and questions
- Analyze long-term cash flow
- Review estate planning and insurance
- Create action steps
4. Ongoing Work
- Quarterly portfolio reviews, reporting, and rebalancing
- Available for any urgent needs
- First Annual Check-in
