You deserve a financial strategy that is tailored to your goals and adapts to your needs.
That is what we do.
WHO WE ARE
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. To learn more about our firm, watch the below video to hear a message directly from our founder, Kurt Blakely.
WHAT WE CAN DO FOR YOU
We are investment fiduciaries working in your best interest to provide comprehensive financial planning and investment management services to help our clients pursue their goals. Watch the below video for an overview of our financial planning program.
MEET THE TEAM
Unlocking the Treasures of Financial Wellness
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
OUR OFFICE
3439 BROOKSIDE ROAD, SUITE 210
STOCKTON, CA 95219
After you walk through the front door, take the stairs or elevator to the second floor and stay to the right until you arrive at suite 210.