The team guides the firm’s long-term vision and strategic direction while maintaining the standards that shape every client relationship. With experience across wealth management, consulting, investment banking, and financial analysis, the leadership team brings a broad perspective to financial planning and investment strategy. Their global experience and industry background help position the firm to deliver thoughtful guidance, disciplined investment strategies, and comprehensive financial solutions that support clients in achieving their long term financial goals.
Client Service Team
The Client Service Team manages the day-to-day client experience and ensures that every relationship is supported with efficiency and care. The team coordinates account setup, documentation, scheduling, and ongoing service requests so that clients receive timely and organized assistance.
Investment Research Team
We have a dedicated investment research team to provide intelligent and comprehensive investment solutions to the clients. Our team periodically review and rebalance clients' portfolios to support their life styles such as wealth accumulation or creating a steady retirement income. Clients can gain access to sophisticated investment strategies and top-tier money managers typically out of reach for individual users.
WCAG El Cerrito Office
Estate Planning Department
We partner with a group of estate planning attorneys to provide the thorough and affordable estate planning services to the clients. We walk the clients through the entire process from initial consultation and data gathering to the creation and delivery of the final estate-planning documents as well as "funding the trust". In addition, we help with the maintenance and administration of our clients' estate plan. (Maintenance includes transferring the ownership of client assets and preparing the on-going amendments necessary to keep the plan current and up-to-date. Administration encompasses the impact of catastrophic illness on the plan as well as settling the estate upon death.)
Business Advisory Services Department
We partner with a group of business attorneys to provide services on the strategic planning, entity formation, business succession planning, and risk management.
WCAG Walnut Creek Office
Operation Services Department
The Operation Service department team provides the clients with the back office operation assistance including online account access trouble shooting, deposits, disbursements, journals, check writing and debit card, ACH Set-up and maintenance, etc.