We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

Momentum is inherent in financial markets. Trends persist, both up and down, often for years at a time. That is why it is a core component of our investing process and the core of the two of our three investment management strategies…

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Financial Planning

Our strategy for financial planning echoes our momentum-based investment strategy. We use quantitative technology and qualitative analysis to arrive at a workable plan that is uniquely yours. Our personal financial planners and investment…

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Career/Life Coaching

The questions of momentum-based investing and financial planning are inherent in career development as well: What's working? What's not? What now? We believe that your career should be considered one of your most important…

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Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9
November 28, 2017

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women…


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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet you…


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Bell Staffer Volunteers at Financial Planning Day
November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics…


Market Analysis

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Does This Market Have a Reason to Go Down?
December 5, 2017

The operative word above is reason, which frames the question in a rational context. We all know tha...


Video

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Retirement Spending: A Blueprint for Smart & Strategic Distributions
November 21, 2017

Use your investment accounts to create a monthly paycheck in retirement. Tailor your distribution


Publication

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Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Heidi Stoltz to Present at Oakland’s YWCA Young Women & Money Conference, 12/9

You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing. Oakland Mayor Libby Schaff will give the opening […]

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