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Through detailed questioning, we integrate the spiritual with the practical and coordinate all of the pieces necessary for your secure and abundant financial future. Your individual values, interests, beliefs and lifestyles really matter to us when creating the most effective plan for manifesting your life's dreams and goals.
Our Clients Speak Out
"The initial consultation and review process was exceptional, especially the education piece. Everything is clear and straightforward. I have great confidence in Alexandra and her team and I know that the final decisions about what to do are always up to me."
Susan Sanford
Nevada City, CA
These testimonials may not be representative of the experience of other clients and these testimonials are no guarantee of future performance or success.
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Areas of Expertise Making Us Unique Wealth Management Advisors
Holistic Financial Planning
- We incorporate a comprehensive review of a client's financial situation as well as their personal and social goals.
- We strive to educate and find a balance between the client's goals and desires, and their relationship with money.
- We are one of very few investment management firms that realize effective financial planning is not based wholly on numbers.
- We use holistic financial strategies to insure that client's moneys are maximized.
Women Financial Advisors
- We have financial strategies directed exclusively to women and their unique financial needs.
- These unique needs include: Women owned small businesses, retirement, spousal protection of pensions, social security, insurance and long-term care.
- Our goal is to maximize their financial returns, safely, to last their lifetime.
 Retirement & Estate Planning
- Protect your family, income, and portfolio from risk
- Achieve the right balance of timing and for the lifestyle you desire
- Plan for children's education; plan gifts and the financial legacy you want to create
- Use an optimal investment retirement account
Socially Responsible Investments,
Green Investments & Sustainable Investments
- We provide a holistic financial approach and leading edge financial expertise. Wealth Plus, Inc. takes pride in their knowledge of the vast array of socially responsible and green investments.
- Wealth Plus stands out among investment management firms by offering different and professional services such as: Expert financial strategies and sensitivity to the environment.
- We incorporate LEAP System principles for interested clients.
- We research and recommend sustainable investments, including clean tech.
Call now to schedule a financial evaluation and review at
(415) 457-8936 or toll-free at (800) 575-8558.
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Wealth Plus Inc.
Wealth Management Advisors
2173 Francisco Blvd E, Suite I
San Rafael CA 94901
Phone: (415) 457-8936
Toll Free: (800) 575-8558 Fax: (415) 457-8937
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California Insurance License #0B49891. FINRA Securities License: General Securities Principal 24 and General Securities Representative Series 7 in the state of California, Arizona, New Mexico, Texas and Washington. Wealth Plus, Inc. is a Registered Investment Advisor in the state of California. Securities offered through MTL Equity Products, Inc., 1200 Jorie Blvd., Oak Brook IL 60523-2269. Member FINRA & SIPC. www.FINRA.org, MTL Equity Products, Inc. and Wealth Plus Inc. are independently owned and operated.
Serving clients in San Francisco, Mill Valley, Corte Madera, Larkspur, Sonoma & Marin County, and greater Bay Area |
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