"Someone's sitting in the shade today because someone planted a tree a long time ago."
-- Warren Buffet
Our Story. Our People.
After years of disliking the way big banks treated their clients, Rahul and Tejal Shah took their experience as wealth managers and broke away from their roles at traditional banks to start their own wealth management company -- doing it their way -- gaining the respect of their clients while helping them carry out their financial and life goals.
Today, the Peninsula Wealth team continues its own tradition of treating their clients with respect and giving each and every client the resources, advice, guidance, and expertise to help them achieve their dreams.