Gesd Capital Partners LLC

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Litman Gregory Co, located in Walnut Creek, CA, specializes in providing comprehensive wealth management services tailored for individuals, families, endowments, and foundations. The firm is dedicated to enhancing client experiences through personalized investment solutions and a commitment to community engagement. With a team of experienced professionals, Litman Gregory Co emphasizes the importance of insight and informed decision-making in managing personal wealth. Their focus on integrity and client-centric strategies sets them apart in the financial services industry. Generated from the website

Portola Partners is a wealth management firm based in Menlo Park, CA, dedicated to providing comprehensive financial solutions that exceed expectations and simplify lives. With a focus on establishing lasting legacies, they offer personalized services tailored to individual needs and goals. As fiduciaries, Portola Partners puts their clients first, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. With over $155 billion in client assets and a team of 240 partners, they offer a 360-degree perspective on wealth management and family office services.Generated from the website