Lighthouse Strategic Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Walnut Creek, CA area, Tatia Mac Kinnon will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Your Story Becomes the Roadmap to Help You Navigate Your Journey to a Successful Retirement Strategy Our clients have unique stories that call for customized retirement strategies. We work with individuals, families, small companies, and non-profit organizations towards their financial freedom.

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.