Find wealth managers in San Rafael

Stonebridge Financial Group was founded by three independent financial professionals each with independent skills, personality and insight, who collaborated to form a focused team of Private and Corporate Investment Fiduciaries, financial planners and insurance professionals. The firm offers a full spectrum of corporate and private wealth management

We stand firm in our belief that investing should not be emotional and we must put aside our human tendencies for sound processes that work. As independent financial advisors, Annadel is on your side of the table, looking at opportunities and difficulties from your perspective - to develop strategies as we would develop for ourselves for Trust, Investment

Whether you are looking to retire or "rewire, " having an intentional plan can reduce feelings of financial uncertainty. Shira Ridge helps clients develop personal financial plans and wealth management strategies that are tailored to reach goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated

Our goal is to build low cost, durable, and tax efficient portfolios that have long term predictable outcomes for each client. We implement proactive ETF strategies to skillfully navigate through changing markets. Each client will have their own unique investment allocation which may include private real estate investments for our high net worth investors

We believe that life is better enjoyed with a plan. WestHill is here to shine the brightest light on your financial potential. You can cherish every moment on life's journey, knowing that you have a guide who will take you as far as you want to go. Our strategic planning approach will help you clearly define your future vision and chart the best pathway