What we do / Investment Strategies

Investment strategies help to guide the decisions we make around building a portfolio of investment assets. This strategy may take a number of factors into consideration and may change over time.

What’s next…

At Peninsula Wealth, the investment strategy is customized to the individual. We will help you build an investment strategy with your particular asset portfolio, your risk tolerance, and your long-term investment goals.


Here are a few things we’ll consider when advising on your investment strategy:
  • Fixed income bonds, ETFs, and mutual funds
  • How to ensure that your investment strategy is cost effective
  • Balancing your portfolio according to asset class and risk level
  • Performance and analytics
  • Tax minimization strategies
  • Your unique milestones
  • Your desire to invest with purpose whether it is socially or environmentally impactful
Introduction to Compound Interest

Introduction to Compound Interest

As you build your financial plan and make investment and savings decisions, you may be introduced to the idea of compounding interest. For some, compounding interest can feel like magic but essentially, it helps make your money work best for you.
Read on for our introductory guide to compound interest so you can be one who understands it.

Deciding When to Retire

Deciding When to Retire

Originally published: August 2021Updated: June 2024 One of the most common questions our team gets is: “When can I stop working?” Planning for retirement is a major component of financial planning, but it’s not just about having enough funds to support your life —...

Why Budgeting Matters to Wealth Management

Why Budgeting Matters to Wealth Management

While financial planning and wealth management are about a lot more than how you spend your day to day dollars, tracking your spending and budgeting for your goals is an important part of making sure your financial plan is aligned to your particular needs – and to your long term plan.

“An investment in knowledge pays the best interest”

–Benjamin Franklin

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