Please take advantage of this financial resource featuring newsletter articles, calculators, and research reports. The site is updated frequently, so visit often. I hope your visit will help you understand the many opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Dempsey & Associates created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.
Dempsey & Associates created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.
Services
Dempsey & Associates is a family-owned firm located in Los Altos, CA that works with clients to simplify their complex financial situations. Working with high net worth individuals, business owners, pre-retirees and retirees to implement financial plans customized to accomplish their personal financial objectives.
Dempsey & Associates is a wealth management firm which specializes in providing customized solutions to high net worth individuals and their families. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We work closely with clients to create a long-term relationship built on trust.
We're thrilled to announce that TA Associates, our majority owner since 2015, has decided to reinvest in the future of our business alongside Genstar Capital Inc., putting us in the position to pursue an industry-changing merger with Brinker Capital, Inc. Delivering innovative investment solutions, market-leading insights, and premier portfolio management services to help advisors and investors achieve financial success.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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