Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.
We’re committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.
As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.
Los Altos, CA
As an experienced financial advisor, I provide a select clientele with personalized service in all areas of wealth strategies, including estate considerations, retirement planning and risk assessment. My mission is to help clients secure financial independence.
My team and I work closely with our local professional partners, such as CPAs and attorneys. Our comprehensive process enables clients to address five key areas: smart financial decision-making, mitigating taxes, caring for heirs, insuring assets and magnifying charitable gifts. Our professional network shares our goal of helping our clients attain and maximize the financial goals that are most important to them.
Our ideal client seeks to: design, build, implement and maintain a plan that creates financial security now and in the future. My team and I strive to set a path for our clients to help them achieve their most important financial goals.
I have lived in Los Altos for just about 30 years. I have raised my family here and am able to walk to work every day. Since 1999, I have had the pleasure of helping members in my community set a path toward achieving their financial goals.
Los Altos, CA
Founded in 1994, Heritage Bank of Commerce is a premier community business bank in the heart of Silicon Valley—a bank founded by businesspeople, for businesspeople. With our expertise, we can understand the challenges you face and what you need to meet those challenges. And as fellow businesspeople, we care about your success. Over the years, our proven team of professional bankers have put our experience and commitment to work, offering premier, high-touch service and the best solutions for building long-term relationships with our clients.
In helping our clients, we've become a master of business banking. Today, we're one of the largest SBA Preferred Lenders in California. And we're a Preferred Lender for the USDA Business and Industry division.
Los Altos, CA
Knight & Company is a professional tax and accounting firm in Los Altos. Our family firm began in 1954 serving and helping individuals and small businesses with their tax filings and accounting issues and these clients are still the core of our business.
Our clientele has expanded to include all manner of entities and individuals, and our service offering has expanded to include all types of tax and accounting engagements, as well as consulting for operations management and wealth management services.
We are moving into the future with our clients in ways that allow them to save time and money.
We help our clients to earn more, save more, and often enjoy it more.
Leveraging technology with common sense and technical skill allows us to help our clients do more and do it better.
Our goal is to help you reach your goals. We can help you.
Los Altos, CA
Founded in Santa Rosa, California in 1983, Luther Burbank Savings is an FDIC insured, California-chartered bank which executes on its mission to improve the financial future of customers, employees and shareholders by providing personal banking and business banking services. It offers consumers a host of highly competitive depository and mortgage products coupled with personalized attention. Business customers benefit from boutique-quality service along with access to products which meet their unique financial needs from the convenience of online and mobile banking, robust cash management solutions, and high-yield liquidity management products to multifamily and commercial real estate lending. Luther Burbank Savings is an equal housing lender. For additional information, please visit lutherburbanksavings.com.
Located in beautiful Mountain View, California, Young, Craig & Co. is a certified public accounting firm that provides bookkeeping, tax, audit and business consulting services to businesses and individuals in the San Francisco Bay Area.
Mountain View, CA
JP Morgan Chase is proud to serve nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Lops Altos, CA