Financial Advisor in Alamo, CA.
Alamo's high-net-worth families work with FFG for fiduciary wealth management with integrated tax and estate services, from our nearby Walnut Creek office.
Fiduciary wealth management & integrated tax planning.
Alamo clients often have substantial, complex balance sheets. We coordinate capital management with family-office services like tax prep and household reporting.
As a fee-only fiduciary, FFG earns no commissions and is obligated to put your interests first, pairing evidence-based investment management with CPA-led tax planning, estate planning, and financial planning in one coordinated relationship.
- Family-office services and reporting
- Estate, trust, and gifting strategy
- Concentrated-position and alternatives management
- Alamo
- Danville
- Walnut Creek
- Blackhawk
One team for investments, taxes & your whole plan.
Investment Management
Maximize the probability of achieving all that is important to you through evidence-based investing tailored to your unique goals, never cookie-cutter, always custom.
Learn moreTax Planning & Preparation
A tax-focused wealth management approach to help you keep more of what you’ve earned.
Learn moreLegacy & Estate Planning
Create a life of significance for you, the people you love, and the causes you care about.
Learn moreFinancial Planning
Effective cash flow planning and financial optimization help you make the most of your money. Our planning process includes ongoing stress testing and scenario analysis to keep your strategy aligned, even as life changes.
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