John G McCann - McCann Investment Management

Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

Gemmer Asset Management LLC, established in 1992, is a registered investment advisor based in Walnut Creek, CA, dedicated to providing high-quality and unbiased investment management services to the Bay Area community. With over 100 combined years of experience, the firm prides itself on building strong partnerships with financial advisors, enabling them to effectively support their clients through sound investment strategies and comprehensive back-office assistance. The company utilizes a rigorous, research-driven investment philosophy that incorporates modern portfolio theory and tactical asset class shifts, ensuring a high level of customization and personalized attention for both advisors and their clients. As a wholly employee-owned firm, Gemmer is committed to fostering relationships that prioritize client needs and deliver effective financial solutions. Generated from the website

Goldstrand Planning Group is a comprehensive wealth management organization for closely-held and family-owned businesses and families. We assist successful business owners and families in creating and protecting personal wealth through professional planning. This allows you to focus your energy on building more profitable businesses. It simplifies your financial life so you can devote your time on the truly important areas of your life.