AUTHENTIKOS ADVISOR

We are a Bay Area wealth management firm offering personalized financial services to help you prepare for and thrive in your retirement... Focusing on retirement planning, our Arbor Method™ sets us apart from other firms. Our holistic approach includes investment strategy and asset management, tax minimization services, health insurance & Medicare guidance, and legacy & estate planning... As we age, healthcare becomes an increasingly important aspect of retirement planning. Our team helps clients navigate the complex world of healthcare and create a plan that maximizes coverage and minimizes costs.

Also known as: Authentikos, Authentikos Advisory

Primary location: Morgan Hill United States