Capital Trust Advisors

Tessara Financial Avisors, inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf of our clients. WHAT SETS US APART? We have been serving clients for 37 years. So it's our experience and maturity. We are different. Each investment account is separately managed by us utilizing individual securities. Each portfolio is customized for each client's uniqueness. No two clients have the same portfolio holdings. No "cookie cutter" approach. We make home appointments if you are within 100 miles from San Francisco. OBJECTIVE: To help our clients both build wealth and to preserve it for family and their future through investments and financial planning. OUR BELIEF: Our hands on approach to investment management is: Flexible. Disciplined. Transparent.

Abel Financial, based in San Rafael, is a leading provider of cloud-based financial services technology solutions. Their cutting-edge technology is owned and maintained by SS C Technologies, setting the standard in the industry. With a focus on innovation and reliability, Abel Financial offers the best financial technology solutions available, ensuring clients have access to top-tier services for their financial needs. Generated from their website's infomation

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.