We are an independent, fee-based wealth management firm that provides comprehensive fiduciary-based financial planning and investment management services.
CONSILIUM WEALTH MANAGEMENT
We partner with a select group of high net worth families and individual clients in the Bay Area to deliver in-depth wealth management services as an independent fiduciary.
We strive to achieve the optimal alignment between your wealth, values, and goals.
At Consilium, we provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that your financial plan be aligned with your investment strategy in order to achieve financial independence.
We are disciplined and thorough in our approach as we strive to provide our clients with consistent risk-adjusted returns.
We work closely with each client to design and implement a tailored retirement, tax, and estate planning strategy.
With more than 50 years of combined financial experience, we are committed to providing value added service to our clients.
NEW Affiliate Company, servicing client portfolios exceeding $1,000,000 in liquid investable assets.