Why Us?

Why Us?

We help you pursue your goals by focusing on the total picture. We believe that providing a comprehensive, tax-smart approach to each person’s financial situation, will deliver the best results.

We don’t just focus on investment returns. We consider the tax impact of every decision, helping you keep more of what you earn.


To provide exceptional financial, tax, and accounting services while maintaining the highest levels of integrity and professionalism. To meet the current and future needs of our clients and help them to cultivate long-term success by taking a holistic approach to wealth management and helping them create wealth while minimizing future risks and maximizing economic, environmental, and social value.


To be regionally recognized as the accounting and wealth management firm of choice for providing comprehensive financial and professional services to individuals and businesses alike while providing a working environment where staff members can grow and succeed in the industry.

Why Us
mission vision trees



  • Conduct ourselves with the highest level of integrity at all times
  • Follow through on promises and commitments
  • Maintain professionalism while communicating openly and honestly

Exceptional Performance

  • Take pride in our people and the quality of our service
  • Strive for excellence in all we do
  • Contribute to our community


  • To our clients
  • To the overall success of our firm for generations to come
  • To each of our associates


  • Commitment to ongoing education and training
  • Seek out best practices
  • Initiate comprehensive solutions to business challenges and reward initiative


  • Consider People and the Planet, while making Profit
  • Promote positive working relationships and encourage teamwork
  • Recognize the importance of balance between our personal and professional lives


591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Fax: 408-871-5905

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