Wellspring Consulting

Wellspring Consulting

Wellspring Consulting is a financial planning firm in Silicon Valley, run by a team of Asian American professionals with extensive qualifications. Our purpose is to provide clients with the expert service of large firms and the personalized attention small firms offer. We combine modern research with cultural understanding to give our clients the best of both worlds. Our services range from cash flow and budgeting to tax preparation and planning, life and health insurance, real estate investment, and retirement investments. We also provide corporate benefit plans and charitable giving strategies. With our experienced team and wide range of services, we are committed to providing our clients with quality, tailored advice.

Fullerton Financial Planning

Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship.   We are an accredited business of the Better Business Bureau and certified background checked member of the National Ethics Association.  Fullerton Financial Planning has received the prestigious 2016 Hot Growth award by Republic Media.

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.

Silicon Valley Law Offices

Silicon Valley Law Offices is a professional law firm based in Silicon Valley, California. Our team of experienced attorneys provide specialized services in family law (including divorce, custody, support and mediation), premarital agreements, and estate planning (such as wills, trusts, durable power of attorney, and health care directive). Our staff and attorneys are knowledgeable and fluent in both English and Spanish, enabling us to serve both English-speaking and Spanish-speaking clients. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

Freed Law Firm

The Freed Law Firm is a Silicon Valley-based business law firm established in 1999. It has built a reputation for providing expert counsel to the area's high-tech, entrepreneurial companies located in San Jose and Santa Cruz. The firm's mission is to help clients achieve their business goals by assisting with entity selection and formation, operations and development, intellectual property protection and licensing, and business sales. In addition, they provide legal assistance with real estate and estate planning matters. The team at the Freed Law Firm is highly experienced and knowledgeable in the legal aspects of business. They have been providing top-notch legal advice and services to businesses in the Silicon Valley and Santa Cruz areas for over 20 years. Their expertise and dedication to their clients' success is unparalleled. They are committed to helping their clients reach their business objectives.

Douglass Barnes, LLP Law Firm

Introduction: We are committed to putting your needs first, taking a comprehensive, client-centered approach to representation and being particularly sensitive to minimizing costs. We welcome inquiries regarding your trust and estate matter. Schedule a complimentary consultation with one of our attorneys today. The Law Offices of Douglass Barnes is a boutique law firm providing exceptional legal representation in the areas of estate planning and taxation, probate and trust administration, trust and estate litigation, and elder law planning for clients in Santa Clara County, the Silicon Valley, and throughout California. Our attorneys have five decades of collective legal experience, and practice exclusively in estate planning, probate and trust law. Douglas P. Barnes and Judy Douglass are both Certified Specialists in Estate Planning, Trust and Probate Law, and is also the recipient of Martindale-Hubbell's prestigious AV Preeminent Rating, indicating that peers rank him at the highest levels of legal ability, professionalism and ethical standards.

Silicon Valley Capital Management

Our group specializes in the management of publicly traded securities for private clients. Services include family investment strategy planning and design, portfolio design, and individual investment management. Assets are held in client name with major brokerage firms and custodian banks. SVCM leverages significant expertise and experience in the delivery of a valueadded capital preservation and growth solution. Strategies typically involving the use of domestic equities including exchange traded funds, and equity call option writing. Silicon Valley Capital Management brings experience and ambition to the representation process. Simply stated, the firm's value added proposition starts with great ideas. SVCM provides top level investment strategy design, portfolio design, and portfolio management services, delivered in an exceptionally intimate and approachable client service environment.