Relevant Wealth

Imagine something even better...

Wealth Management for Bay Area Families and Family Foundations

Even better... this is our promise to our clients

We aspire to redefine the wealth management experience by casting aside industry norms and expectations and delivering a seamless and customized partnership that gives our clients the peace of mind they deserve and desire.

Don't Just Take Our Word For It

Having spent the last twenty-five years working with a select group of families and local private foundations, we are eager to demonstrate the success and value we consistently deliver to our clients. Our clients generally have a net worth of between $10M and $100M.

To learn more, contact us for a comprehensive and complimentary evaluation.

Bruce

There is nothing more rewarding for me than to have a meaningful long-term relationship with my clients.

My goal is to deliver a world class wealth management experience that addresses ALL of my clients' specific needs. Wealth management requires trust and confidence – and that must be earned.

I encourage you to contact me to set up a time to meet.

Warm regards,