See where your money can take you
Financial planning is more than just money management, it’s a tool to help you realize your dreams
Financial Planning — Customized For You
You’ve worked hard to build a life that works for you and your family. Your financial plan should reflect that life and your unique goals. Our team believes in working with our clients on a personal level, tailoring each plan to their individual dreams and objectives. We will help navigate market volatility while keeping our eyes on what matters most to you. Learn more about our services to see how the Peninsula Wealth team can help you achieve your dreams.
How We Plan For Your Success
Map
Meet with the Peninsula Wealth team and lay out where you are today.
Align
Prioritize your financial goals and resources (short term, long term and estate planning)
Plan
Develop an actionable plan based on your goals, timeline and resources.
Measure
Measure progress against your goals and realign where necessary.
Financial planning is more than just picking and choosing investments. Peninsula Wealth is here to help you plan for what the future holds. Schedule time with our team to discuss your goals.
How We Can Help
Wealth Management
We take a holistic view of your needs to build a plan that helps navigate life events.
Retirement Planning
The plan for retirement starts now. Let our team help you make your vision for the future a reality.
Company Stock Compensation
We can help you navigate stocks, equity, and your entire compensation package.
Investment Strategies
We will build an investment strategy that matches your values and your vision for the future.
Tax Minimization Strategies
Your tax burden can impact your financial plan. We can ensure that tax implications have been considered.
Estate and Legacy Planning
We can help you plan for the future by considering your values as well as your assets.
Risk Management
As your partner in financial planning, our team can help you to prepare for the unexpected risks that life may hold.
Charitable Giving
Charitable giving can be truly rewarding. Integrate your financial planning with your contributions. We can help.
Resources
What to Know: Presidential Elections & Financial Planning
We all know that politics can be a very volatile endeavor, impacting emotions and plans and day to day life. For many, presidential elections can be overwhelming and cause a lot of concern around the future of their financial planning. The good news? History shows...
It’s that Time of Year – Open Enrollment Season (Employer Plans)
This post was written by Bob Keane, CFP® – Financial Advisor This is the year I promised myself not to do the same old thing when it comes to open enrollment. Like many others I’m sure, I have always just picked the same health plan as I did the prior year. But...
Ending the Year Strong: Q4 Financial Planning Priorities
If you’re like most folks, you may not spend a lot of active time thinking about your financial plan between meetings with your planner - but we know that regular check-ins also help to keep you on track and on goal. As we prepare for Q4, here are a few easy to...
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