Silva Financial Planning Service

Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the centerbacked by the power of Goldman Sachs.

United Capital is a financial services firm based in Walnut Creek, CA, specializing in wealth management and financial planning for individuals and families. With a focus on personalized strategies, United Capital aims to help clients achieve their financial goals through a comprehensive approach to managing assets and investments. Generated from their business information

Fortune Strategies, based in Walnut Creek, CA, specializes in multigenerational wealth transition planning for high-net-worth individuals and families, both domestically and internationally. With nearly 50 years of experience, the firm focuses on maximizing the value of personal and business wealth while ensuring that clients' values and visions are successfully passed on to future generations. Led by founder Patricia Tanner, Fortune Strategies offers a collaborative approach that integrates a national network of professional partners to provide tailored solutions for complex financial issues. The firm is recognized for its commitment to delivering innovative strategies that address clients' unique needs, enhancing their financial security and legacy. Generated from the website