Mayfield Advisors Inc

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do.

Capital Asset Management Co is a financial services firm based in Palo Alto, CA, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, the company aims to help clients achieve their long-term financial goals. Generated from their business information

SpecialtiesJust as wealth management is a continuum over your life; your wealth plan should evolve to meet the changes of your personal circumstances. That's why part of our job is to provide you with the answers you need to make sound decisions for you and your family when those changes occur. We also provide you with a range of options and opportunities so those decisions are the best decisions. We offer: Options for asset/net worth growth and protection Comprehensive planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex financial matters Freedom from complicated reporting and record keeping Vista Wealth Management provides financial planning to chart the course to our client's goals as well as the investment management to get them where they want to be.