Our planning process organizes your financial affairs and gives you the knowledge and guidance to make educated financial choices. It’s custom-tailored to you, your long-term goals, and your values.
How have markets delivered wealth to long-term investors? Nobel-prize-winning academics offer us insights on that, which we apply to our clients’ portfolios – allocating and rebalancing them accordingly.
Tax planning strategies often require comprehensive, year-round attention. We will work with you and your tax professional to find ways to reduce your tax bill and increase your after-tax investment return.
Real estate consulting, business planning, stock option analysis, college planning, socially responsible investing, estate planning, and elder care considerations – these are just some of the areas in which we can partner with you, to help you reach your goals.
We have a strong team of dedicated, experienced financial advisors. Click here to see the whole team. We look forward to getting to know you.
Many earners are in the smart retirement savings habit of making pre-tax contributions to company or individual retirement plans, such as a 401(k), 403(b) or SEP IRA. Strong incentives include a tax deduction for the contribution and often some form of employer match or contribution. Accumulated contributions are then invested, usually in stocks and bonds, […]
(Santa Rosa, Calif.) — Santa Rosa Symphony has received generous support from Willow Creek Wealth Management for the Symphony’s “It’s Elementary” program, which provides vital access to free music education to Sonoma County elementary schools, some of which have been federally-designated as underserved. In addition, the Sebastopol-based financial planning and investment firm and long-time supporter […]