Earn. Grow. Protect. Give
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Peninsula Wealth, LLC is a wealth management firm that assists high net worth families Earn, Grow, Protect, and Give wealth.
We are an independent, fee only firm whose number one priority is to provide comprehensive, unbiased financial planning advice that focuses on your family’s goals and objectives.
Peninsula Wealth only earns what the client and us agree upon in writing. We are not allowed to make any commissions or “kick backs” for products and services we recommend. Fee Only is often confused with “Fee Based” where a firm may also receive compensation for recommending certain products and services. This is why Peninsula Wealth has been winning a lot of business from the Brokers Dealers and Banks. We don’t have the same inherent conflicts that they do.
Our Areas of Expertise and Services Include:
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- Comprehensive Financial Planning from a Certified Financial Planner™
- Customized Investment Strategies
- Tax Minimization strategies
- Education Planning
- Wealth Transfer techniques to minimize potential Estate Taxes
- Charitable gifting strategies
- Diversification and tax minimization strategies for individuals with concentrated stock and/or options