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


Patrice Cresci headshot
"Helping my clients see beyond today’s horizon and collaborating with them and their other advisors to work towards their long-term financial goals is what I consider to be the most fulfilling aspect of being a financial advisor."

Patrice Cresci

Principal, Regional Director

Redwood City, San Francisco

Featured & Events

Want to know more? Check out the latest firm happenings, announcements & events in your area.

Friday, October 23, 2015

Patrice Cresci Named Five-Star Wealth Manager

Patrice Cresci

We’re proud to announce that Patrice Cresci, Principal and Regional Director in the Bay Area, has received the Five Star Wealth Manager Award for the second year in a row. Please join us in congratulating her on this well-deserved achievement!

As always, we want to remind everyone that past performance is not indicative of future results. Five Star Professional performs comprehensive research across 45 markets when identifying award recipients. For more information about the award methodology and evaluation process, please click here.