Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.

 

Jedd Nicolas Headshot
"There’s so much more to building a successful financial future than picking the next hot stock — it starts with a plan and being disciplined enough to stick with it."

Jedd Nicolas

Financial Advisor

Redwood City, San Francisco