530 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301
Main Line: 415-461-8999
Client Line: 415-526-4380
Email: information@lgam.com

Achieving financial peace of mind takes more than commitment on your part—it requires a highly skilled partner to help you envision the future and guide your strategic planning along the way. Our office space in Palo Alto is available for meetings with our advisory team to review your financial situation and discuss the wealth planning strategies and investments that are most appropriate for you. We also have locations in Larkspur and Walnut Creek. Please contact us to schedule an introduction, and let us know how we can help you meet your financial goals.

Services provided:

Traditional Investments
Alternative Investments
Retirement Planning
Saving for College
Maintaining Cash Flow
Wealth Transfer Planning
Succession Planning
Financial Scenario Planning
Tax Planning
Charitable Gifting
Estate Planning
And More

Meet the Team >