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.

Funding Your Child’s Education

Funding Your Child’s Education

When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.

6 Steps to Prepare Your Finances for an Impending Recession

6 Steps to Prepare Your Finances for an Impending Recession

Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 – June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.

Small Tree Illustration

Wealth is the ability to fully experience life.

–Henry David Thoreau

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