Skip to main content

Consilium Wealth Management

Consilium Wealth Management

  • Home
  • Our Philosophy
  • Services 
    • Investment Management
    • Financial Planning
  • Information/Form CRS 
    • Useful Websites
    • Financial Calculators
    • LinkedIn
  • Contact
  • Client Login

Responsive Theme: Slideshow

  • CONSILIUM
    WEALTH MANAGEMENT

    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.

     

   

Why Us?

We strive to achieve the optimal alignment between your wealth, values, and goals.

 

Our Philosophy

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.

 

Investment Management

We are disciplined and thorough in our approach as we strive to provide our clients with consistent risk-adjusted returns.

 

Financial Planning

We work closely with each client to design and implement a tailored retirement, tax, and estate planning strategy.

 

Our Team

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.

Home

Resources

We've got the resources to keep you informed.

 

LinkedIn

 

Financial Calculators

 

Useful Websites

Contact Us

Learn how we can add value by contacting us today.

 

925-365-1087

 

925-804-6688

 

3160 Crow Canyon Rd,
Suite 150
San Ramon, CA 94583

 

info@consiliumwm.com

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer
 

© 2021 Consilium Wealth Management. All rights reserved.

Website Design For Financial Services Professionals