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
Meet with the Peninsula Wealth team and lay out where you are today.
Prioritize your financial goals and resources (short term, long term and estate planning)
Develop an actionable plan based on your goals, timeline and resources.
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
We take a holistic view of your needs to build a plan that helps navigate life events.
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.
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.
As your partner in financial planning, our team can help you to prepare for the unexpected risks that life may hold.
Charitable giving can be truly rewarding. Integrate your financial planning with your contributions. We can help.
Talking to Family About Charitable Giving
Giving back is done best when there are clear and strong motivating factors behind your actions. As a family, you’ll likely all have different interests and sources of inspiration when it comes to charity, and facilitating an open and honest discussion will help you all get on the same page as you move forward.
A Guide to Qualified Charitable Distributions
Giving season is upon us and taxpayers of all kinds will be rushing to make charitable contributions before year’s end. To contextualize the significance of giving during this time of year, close to 1 in 3 donors conduct their giving in December, while more than 1...
Caregiver’s Guide: How to Financially Support Adult Dependents
Whether you’re caring for aging parents, a disabled family member, or an adult child, you know how challenging, yet rewarding, the work can be. The fact is, supporting an adult dependent can put a significant strain on your finances, especially if you’re relying on...