About our office
The South Bay team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, corporate executives and modern families; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.
Meet our Private Wealth Management team

Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Address these 4 issues before selling your business
Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.
3 steps to manage concentration risk in your portfolio
How to diversify a concentrated, and potentially risky, portfolio.