My wife and I went to Embrace and met with Kim and Ariella just to get an idea of what we are doing right and/or could do better in managing our money. Kim was very welcoming and her approach was...
Embrace Wealth Management
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Embrace Wealth Management provides goals-based financial planning and investment management services. We serve families, entrepreneurs, and executives committed to building and protecting sustainable wealth and investing for a better world. As fee-only financial advisors and investment fiduciaries, we are committed to the highest standards of service and care. We're based in Chico, CA, with clients throughout the US.
Specialties
Many of our clients are Entrepreneurs & Executives in Generation X & Y and families approaching retirement or in retirement. Our clients come to us with needs as different and unique as their fingerprints. They lead busy lives and have competing financial priorities. The more money they make and accumulate, the more difficult it becomes to make confident financial decisions that balance personal, work, family, business, and philanthropic goals. We can help.