ORCHARD CITY WEALTH MANAGEMENT

Orchard City Wealth Management began in Campbell, California, a friendly, relatively small town located right in the heart of the Silicon Valley... We make sure that your wealth is protected. To do that, we collaborate with your estate planning attorney to create, update, and maintain a will, living trust, powers of attorney, and other key documents. We also make sure that assets are titled properly and your beneficiaries and successor trustees are named and up-to-date. Lastly, we offer estate planning family meetings where we can explain your estate plan to your loved ones so that family members and beneficiaries understand the plans you've put in place... We help tech professionals thrive with financial strategies that go beyond money management. No more wondering if you're making the right moves with your wealth. With Orchard City Wealth Management, we help you cover all your bases - soundly and efficiently.

Also known as: Orchard City Wealth Management, LLC

Primary location: Los Gatos United States