We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.
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Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.
Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.
A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.
Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.
Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging
Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.
A strong savings program is essential for any sound financial strategy.
We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts and certificates of deposit.
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
Your business may be running smoothly. You could be making money hand over fist. But don’t be lulled into thinking that a catastrophe could never hit your business. Disasters can strike in many ways; even a minor one could wipe out a lifetime of hard work.
© 2019 Levy, Daniel & McGee Wealth Management. All rights reserved.
