The Peninsula Wealth Difference

Jul 15, 2019

Picture of the Oakland Bay Bridge

Peninsula Wealth was formed when our founders became dissatisfied with the way large banks and brokerage firms were treating clients and set out to create a place where clients needs always come first. Peninsula Wealth strives to set ourselves apart from the other choices that you have with our services, our mission, and our attitude toward financial management.

Here are a few of the ways that Peninsula Wealth is different:

  • Peninsula Wealth acts in a fiduciary capacity for our clients, meaning any advice that we provide puts the client’s interests first and we will always do what is best for the client. You come first!

  • We take a holistic approach to wealth management, meaning our process starts with creating a comprehensive financial plan. Your plan may include retirement, education, estate, and tax planning but it will be tailor made for your needs. This lays the foundation for the development of an investment plan made for you!

  • We truly LISTEN to our clients and what is important to them. Understanding a client’s goals and what they want to achieve with their assets is how we develop long-lasting relationships. We strive to become our clients’ trusted advisor who they consult for life’s important decisions.

  • The only compensation that Peninsula Wealth receives is for our time, expertise, and advice. Our pricing is set at the beginning of the relationship and Peninsula Wealth clients find our pricing to be lower than many of our competitors. We are also very transparent about all portfolio expenses, so strive to keep underlying investment costs to a minimum for our clients.

  • The clients that we work with are hard-working, have worked over the years to earn and save their money, and want us to help grow and protect their assets. At Peninsula Wealth, we all strive to act with a moral compass treating all clients and colleagues ethically and professional while displaying respect.

  • We are located across the street from Caltrain, which makes it easy for you to stop by, meet us, and learn what Peninsula Wealth is all about and how we can potentially help with your financial plan!

Like what you’re reading? Contact us for a free consultation on how the Peninsula Wealth team can use our unique skills and mission to further your financial goals.

Peninsula Wealth is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Peninsula Wealth and its representatives are properly licensed or exempt from licensure. This material is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peninsula Wealth unless a client service agreement is in place. It is expressly understood that our firm will not provide accounting or legal advice nor prepare any accounting or legal documents for the implementation of your financial planning objectives.