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Comprehensive Financial Management

Our accessible multi-office offers a full suite of services personalized to meet the wide-ranging financial needs of our clients with a net worth of $5-15 million.

Our centralized team of trusted financial management professionals specialize in tax planning, private wealth management, debt reduction, estate planning, investment management, financial planning and risk management. Our expertise also includes succession planning, capital gains tax management, charitable giving strategies, financial guardianship, and personalized investment strategy development. We provide concierge services, as well as notary services.

We pride ourselves on our longstanding client relationships built on integrity, trust and discretion, and as the size and complexity of your wealth grows, we are able to comfortably cater to your expanding needs.

Rest assured; we’ll take care of the things that keep you up at night.
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CRD#: 329285 / SEC#: 801-129306

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© 2025 Embarcadero Capital Advisors. All rights reserved.
Advisory services offered through Embarcadero Capital Advisors, Inc., a California-state registered investment adviser. Securities offered through the Leaders Group, Inc., a member FINRA/SIPC. Embarcadero Capital Advisors, Inc. and The Leaders Group, Inc. are separate and unaffiliated entities.

Past performance does not guarantee future returns. Investing involves risk and possible loss of principal capital.
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