Our Firm

We are an independent primarily fee only wealth management firm that specializes in developing a comprehensive financial strategy which is specifically tailored for each client.  We can also charge an hourly rate or a commission if our client prefers.  We do not subscribe to get-rich quick schemes.  Instead through highly customized financial planning, our goal is to have your capital accumulate more efficiently as well as preserve the buying power of your assets without high risk.  We are in the stay-rich business, not the get-rich business.

At Tessara we are able to offer our client a “boutique” type personalized experience.  Our clients will always talk with a live person, and we strongly encourage face to face meetings at the very minimum annually.  We value our clients as people not just an account number, which is why we feel building a close relationship as advisor and client is so important.  

We work in the strictest confidence and take our fiduciary responsibility as a Registered Investment Advisor very seriously.

Yes, we take extreme care of our clients.
 
WE ARE UNIQUE
  • We make house calls throughout the greater Bay Area and beyond.
  • We offer our clients a concierge type service.
  • We create individual stock and bond portfolios personalized for each client.  No two clients have the same portfolio;.  No “cookie cutter” portfolios.
OUR GOAL:
 
We strive to work with affluent individuals, families and family offices as their trusted financial bodyguard.  We help our clients plan to live well and make a significant positive impact on their financial well being.  Our clients can always trust that we will be objective and make decisions on their behalf.  To measure our level of service we ask three questions:
  • Are we doing everything we can for you?
  • What can we do to make it virtually impossible for you to leave and go elsewhere?
  • Are we providing you with the level of service where it will make you proud to refer others?
OUR GUIDING PRINCIPLES ARE:
  • Integrity
  • Professionalism
  • Accountability
  • Responsibility
  • Enthusiasm
  • Teamwork