At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. As a family owned business, we understand your family's unique needs, dreams and goals for the future.
Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of financial stress so you can focus on the things that matter most to you.
Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of financial stress so you can focus on the things that matter most to you.
Services
Who we are is centered around our clients. Our passion is taking your priorities and life goals and giving you the path to make them a reality. We are a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire.
Financial Planning encompasses Financial, Personal, Family, Social and Health areas. By starting here, you can identify the areas that you need to accomplish your specific goals. This is your vision, your wealth, your life - we'll guide, you decide. With many financial products in the market, choosing the ones that best meet your needs can be complicated.
Most people think all financial planners are "certified, " but this isn't true. Just about anyone can use the title "financial planner." Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP professional. CFP professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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