What we do / Wealth Management

While portfolio assets are a part of wealth management, your financial plan is much more than just money management. The team at Peninsula Wealth will partner with you to manage every aspect of your financial life.

What’s next…

Our team will work with your family to guide you through the process of creating, building, and evolving a holistic financial plan that is tailored to your unique situation. Our expertise across financial topics like planning for retirement, optimizing your investment strategies, and minimizing both your risk and taxes puts us in a unique position to meet your financial needs at every stage of life and accommodate both your near and long term goals.

Our wealth management services take into consideration your life events and include specific financial planning services like:
  • Retirement planning
  • Equity compensation planning
  • Investment strategies
  • Tax minimization strategies
  • Estate and legacy planning
  • Risk management
  • Charitable giving
Your holistic financial plan can also help you navigate many of life’s events like:
  • Helping a child or grandchild with their education
  • Leaving a legacy
  • Changing jobs or careers
  • The loss of a spouse or change in family makeup
  • Need for long term health care

A flexible and well-built wealth management strategy will not only anticipate many of these life changes but will help you navigate those that arise on the fly. Peninsula Wealth will be your partner through the expected and unexpected as well as the ups and downs of the market. We’re here to see you through.

How to Make Financial Planning a Family Affair

How to Make Financial Planning a Family Affair

At Peninsula Wealth, we believe the best financial plan is a personal one, built around your individual needs and assets — but that doesn’t mean that financial planning should be a solo sport. The best plans for the future will take into consideration not only your...

Small Tree Illustration

Wealth is the ability to fully experience life.

–Henry David Thoreau

Stay connected

Schedule a time to talk