Getting Started

If you’ve reviewed our website, you think that we could be a good fit for each other, and you meet our minimum investment amount, then we should definitely talk.

There are two ways to get started with us or ask a specific question before we go further.  You can either email me using our meeting request form, or you can schedule a call with me by contacting our office directly at 408-612-4200.

Meeting Request

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Initial Consultation

If you have a minimum $1,000,000 to invest we start with an initial consultation that is generally conducted by phone or through a Zoom meeting so that everyone has a basic understanding of what we do, who we serve, and what you’re hoping to get from a relationship with us.

Review Your Goals

If it seems like we’re a good match for each other, we invite you to come in for a one- to two-hour discussion of your present situation, your short and medium term goals, and your overall vision for yourself and your family.

Of course, this can be conducted via Zoom if we cannot meet in person; but an in-person meeting is preferable.

Review Your Documents

If we still feel that we’re a good match for each other, we schedule a third meeting where you bring in the requested documentation for review and we start moving ahead together. Every client is different, but this typically includes bank statements, real estate deeds, retirement account statements, stocks and securities, and so on.

Investment Planning

Once we’ve established a plan and positioned your assets for the proper investment goals, we keep in contact with you as we move through the different phases of your goals and we continue to support you with information you request for your other financial and family issues as they come up.

As a fiduciary, I’m required to act in the “best interest” of clients, as opposed to most professionals who need only meet the lower standard of “suitability” for their clients. I’m transparent about my fees. I want my clients to know exactly how much I charge, and that I don’t earn any other fees or commissions.

        See our FEES under “Our Services

Moving Forward Together

We’re not looking for short term relationships.  We’re interested in establishing relationships that can continue for five to ten years or more, so we both have to agree on the best course of action to meet your goals.