Wealth Services Firm in San Jose
Transforming goals into realities.
Transitions Wealth Advisors (TWA) is an independent boutique wealth services firm based in the Willow Glen neighborhood of San Jose, California.
We are a devoted team of financial planning professionals who love what we do. With over two decades of experience, resources, and acquired wisdom, we’re here to be a trusted advisor, and to create a quality, personalized financial foundation that gives you the freedom to enjoy the things that matter to you most.
Wealth Management with a Personal Focus
As the principal and founder of TWA, my passion for helping people started early. Having watched my parents experience a major financial loss as the result of misguided investment advice, it occurred to me that I could learn to use my knack for numbers to help demystify the business of investments for others. It was a resolve that stayed with me as I began my career in 1997 as a financial advisor—and later as Manager—with the national firm Waddell & Reed.
When I opened Transitions Wealth Advisors, helping people feel confident with their financial choices remained a guiding principle. We want you to understand not just the results of your investments, but how the numbers correspond to your goals and values.
We stay small so we can personally serve a select group of clients. We’re also independent, which means we can call in the expertise of CPAs, attorneys, and other financial professionals as added value. As a young, family-owned partnership, clients can know we’ll be with them for the long term and 100% accountable. Plus we easily adapt to new technology and industry trends.
We are at our best in helping through times of change. Whether selling a business, planning for your children’s college, or retiring and planning your estate—as your needs evolve, we adapt your investment portfolio to stay in alignment with your target objectives.
Feel free to give us a call. We’d love to hear your thoughts and learn more about how we may help you. If there’s one thing we enjoy more than the work we do, it’s the people we serve.