• Investing is not risky; NOT investing is risky.

  • The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

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FIRM MODEL



We believe in aligning our compensation to our clients' success, thus our business model is fee-only, with no commission involved. We work exclusively for our clients. We are not a brokerage firm, insurance company, bank or other financial institutions; Thus, our approach is "process" not "product" driven.  We truly act out of fiduciary duty, or the obligation, to put our clients' interests first.

Part of the fiduciary duty means that the adviser is responsible for taking into consideration the cost of transactions and to recommend the most efficient structure. This is why we as our clients' true advisor choose not to receive commissions, unlike the agents of banks, brokerage firms, insurance companies, and independent advisors who have a sales license to sell securities or insurance for only commissions to cause conflicts of interest.

We believe in maintaining long term relationship with our clients. With fee-only model, we can not only further improve clients' portfolio performance and develop clients' financial plans consistently, but also minimize clients' overall cost. In conclusion, this model ensures that our firm provides clients with the greatest value and services over the long run.



Firm Philosophy | Firm Process | Firm Client Profile | Firm Team




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1990 North California Blvd, Suite 830, Walnut Creek, California 94596.
11100 San Pablo Ave, Suite 210, El Cerrito, California 94530.


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