Who We Are

Who We Are

We are a financial planning and investment advisory firm serving individuals, families, and small businesses in the San Francisco Bay Area and across the country, with trusted advice and guidance addressing:

  • Comprehensive Financial Planning
    • Tax & Estate
    • Insurance and Risk Management
    • Real Estate and Lending
    • Retirement Income, Accounts, and Qualified Plans
    • Equity-Based Compensation
  • Investment Advisory
    • Managed Portfolios, Customized or Model-Driven
    • Brokerage & Trading
    • Unified Managed Accounts

Meet Matt

Get to know more about our managing director and founder, Matthew Herrick.

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Our Services

Specializing in the unique needs of high-net-worth individuals and families.

For Trial Lawyers, Their Firms and Their Clients

For Trial Lawyers, Their Firms and Their Clients

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For Estate Planning Attorneys, Professional Fiduciaries, Executors, and Administrators

For Estate Planning Attorneys, Professional Fiduciaries, Executors, and Administrators

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For Silicon Valley Professionals

For Silicon Valley Professionals

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For Financial Planning Clients

For Financial Planning Clients

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For Retirement Planning Clients

For Retirement Planning Clients

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Comprehensive perspective. Personalized service.

Schedule An Appointment

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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