Consilium Wealth Management

Consilium Wealth Management is an independent, fee-based wealth management firm that provides comprehensive financial planning and investment management services for its clients. “Consilium” is a Latin word meaning advice, wisdom, plan, and purpose. At Consilium, we provide each client with a customized financial plan and portfolio strategy as we strongly believe it is integral that your financial plan be aligned with your investment strategy in order to achieve financial independence.

3000 Executive Parkway, Suite 140, San Ramon, CA 94583 | 925.365.1087 | info@consiliumwm.com
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