Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michael Toy
Financial Advisor
408-731-4064
Mike has over 20 years of experience in securities and financial services. He was previously a Financial Advisor with Ameriprise Financial Inc., and prides himself on managing his clients’ portfolios to...
Eatan Vijan
Financial Advisor
408-731-4405
Eatan Vijan has over 15 years of experience in financial services with firms such as Citigroup, Merrill Lynch, and TD Ameritrade. She is committed to helping members meet their financial goals...
Terry Gravely CFP®
Financial Advisor
805-900-6070
Terry has over 19 years of financial services experience. He has worked with individuals and businesses on designing comprehensive strategies to meet their goals. His focus is on building teams to help people realize their financial...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.