Broker Check

(925) 385-6200

Client Centered

Our business is built on a foundation of thoughtful client relationships. 

Your Financial Future

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Strategize

Our first priority is helping you take care of yourself and your family. Always thinking ahead, we work to build a long-term financial plan that will be adapt for your unique situations and whatever life throws your way.

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Meet Our Team 

Adam Spiegelman

Adam D. Spiegelman, CFP®

Wealth Advisor

(925) 385-6200

Arabelle V. Restauro

Arabelle V. Restauro

Wealth Planning Associate

(925) 385-6203

Julie L. Brim

Julie L. Brim

Wealth Management Associate

(925) 385-6202

Joanna Bell

Joanna Bell

Business Development

(925) 385-6200

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