Stonebrook Asset Management

SP Asset Management LLC is a Private Wealth Management firm located in Cupertino, CA, specializing in Portfolio Management, Tax Planning, and Estate Planning tailored for Silicon Valley's tech and entrepreneurial leaders. With a focus on providing financial solutions, the firm assists clients in navigating the complexities of wealth management to secure their legacies and enhance their financial well-being. The firm approaches portfolio management with a Fundamental Investor mindset, emphasizing a balanced asset allocation strategy that protects principal while aiming for long-term purchasing power growth. Additionally, their expertise in tax planning addresses various financial scenarios, ensuring clients are well-prepared for both present and future financial challenges. Generated from the website

NF Wealth Management is a financial advisory firm based in San Jose, CA, specializing in wealth management services for individuals and families. With a focus on personalized financial planning and investment strategies, the firm aims to help clients achieve their long-term financial goals. Utilizing a comprehensive approach to financial management, NF Wealth Management offers expertise in areas such as retirement planning, investment management, and estate planning. Clients can expect customized solutions tailored to their unique financial needs and objectives. Generated from their business information

Welcome to Merrill Lynch in San Jose, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.