Tes Asset Management Group

La Fosse Asset Management is a boutique firm based in Los Gatos, CA, specializing in providing personalized investment solutions to high-net-worth individuals and families. With a focus on long-term wealth preservation and growth, La Fosse Asset Management offers tailored financial strategies and portfolio management services to help clients achieve their financial goals. Generated from their business information

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.