Prospectus (About Us)

We are a reputable advisory group offering investment opportunities for first time investors or seasoned professionals alike. We strive to provide an environment where both advisors and investors can feel safe and respected as you navigate the expansive investments landscape.

Our independent advisors each offer individualized services based on their investment experiences. Some may offer an all-inclusive experience, while some prefer a customizable experience. Some may include as value-added services, while some may itemize their certifications and services at additional charge. It is important to note not all advisors choose to list their services and certifications.

Some recently popular certifications/services include(not exhaustive):

  • General Financial Experience (GFE)
  • Preferred Shareholder Experience (PSE) w/ or w/o Certified Investment Professional (CIP) Certification
  • Market Solution Online Guide (MSOG)

If you don’t see a certificate/service listed for your advisor, just ask. You are booking the time, then It is between you and the advisor to come to a consensual agreement on services. Schedule some time and get to know your advisor.

With thirty minute, sixty minute, or multi-hour sessions available, we fit both advisor and client busy schedules and needs. All sessions scheduled responsibly for our advisors to prepare unrushed sessions allowing full exploration of investment opportunities.

Based in the San Francisco Bay Area, located a short ride from SFO International Airport, we are easily accessible to business travelers and locals. Please note we are not within San Francisco city limits.

Continue on to browse our advisor profiles here. New investors must apply first here. Returning investors feel free to contact us if you misplaced our contact details. Thanks and have a great day!