Who We Are
Our Values
accountable
We are committed to building accountable and
longstanding relationships. We are transparent and
tell our clients exactly what they can expect from us
as their wealth and tax advisors.
independent
We are a boutique, privately owned, independent
firm, beholden only to our clients.
community minded
We are blessed to support numerous non-profit charities by
giving of our time, talent, and treasures.
Fiduciary Integrity
As Fiduciaries, we act with integrity and put our clients first.
Long term planning
We engage in a thoughtful decision-making process and believe
that time tested core principles should drive our actions.
excellence
We make the extra effort, practice continuous improvement,
and stay sharp by ongoing education, training, and mentoring.
Partners
Our strategic alliances.
Investment Advisory Services Offered only by Duly Registered Individuals Through Team Financial Group, LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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