At Tamalpais Wealth Advisors we believe the key to a successful wealth management relationship starts with a deep understanding of you, our client, your needs; your goals; your aspirations. Our process is an extension of our belief in defining success as meeting these life goals.
Exemplary Personal Service, Disciplined Process
We add value by providing a bridge between the subjective world of goals and objectives and the clinical world of investment plans and financial markets. The foundations of this bridge are the successful development of a strong bond between TWA and you, and an emphasis on education, so you can make informed choices during the planning process.
TWA has put together a team of exceptionally qualified senior investment managers and financial planners who will work with you to identify goals and develop plans to guide you on your path to financial health.
Our Wealth Planning Team is ready to guide you through the myriad of financial choices and transitions each of us face as we grow. Our goal is to find the best solution for your individual needs whether it be insurance, estate planning, taxes, philanthropy, generational planning, or planning for financial independence.
Our Investment Team has built a disciplined investment process geared towards preserving and growing your wealth. Based on the tenants of Modern Portfolio Theory, our process is designed, over time, to provide the highest level of return for a given level of risk. Active asset allocation, which allows for rebalancing and the ability to capitalize on tactical opportunities, is the primary tool for managing risk and maximizing return. We also add value to your portfolio by identifying investments which will capitalize on broad investment themes and macro trends.
TWA uses an open architecture, meaning that we are free to select best-of-breed investment vehicles, including mutual funds, separately managed accounts and ETFs, in order to build the optimal portfolio for you. This strategy allows us access to significant outside expertise and exposure to a far broader range of securities than is otherwise possible.
Everything we do is guided by one overriding principle: We put what is in your best interest first. In other words, we treat you the way we would want to be treated ourselves.