What We Do
At our core, we believe financial planning is about people, not just portfolios. Our “Serve First” philosophy means we start every relationship by listening- understating what matters most to you before ever talking numbers.
Through a holistic and comprehensive approach, we look at every part of your financial life to build a plan that fits your goals, values, and vision for the future. Whether it’s planning for retirement, managing wealth, preparing for the next chapter of your business, or arranging your estate, our goal is simple: to help you make confident decisions and feel supported every step of the way.”
Estate Planning
An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.
Business Succession Planning
Secure the future of your business with a well-crafted succession plan. We help you ensure a seamless transition, protect your legacy, and maintain business continuity across generations.
Financial Independence & Retirement
Achieving financial independence involves more than just accumulating wealth; it's about securing your future and creating the freedom to live life on your terms. We provide planning and strategies that aim to guide you toward your financial goals.
Investment & Wealth Management
Effective investment planning requires a thoughtful approach tailored to your specific financial objectives. We provide strategic, personalized investment solutions designed to grow and protect your wealth, helping you achieve your financial goals while managing risks and adapting to changing market conditions. As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.
Agribusiness Services
We get it. No Farms - No Food. Our McCormack family ancestors immigrated from Ireland to San Francisco in the mid 1800s as farmers and masons. Five generations later - we continue to support families and business owners that dedicate themselves to putting food on our tables and being stewards of the land.
Today, agriculture is under pressure from urban expansion, taxes and regulations. The percentage of family farms that make it to the 3rd generation is down to 15%. Our estate and succession planning specialists are skilled in utilizing strategies for protecting land and businesses while minimizing tax consequences and inheritance issues. Our Agribusiness Services Group possesses the advanced technical skills and a passionate commitment to the Agribusiness market to understand its unique planning challenges.
