Frank Paré

At our firm, we excel in helping accomplished entrepreneurs, business owners, and affluent families navigate the complexities of wealth management, strategic philanthropy, and business succession planning. With over 30 years of financial planning, tax strategy, and investment management expertise, we empower our clients to achieve their financial aspirations and create a meaningful legacy for future generations.

We bring unparalleled knowledge to the table, having taught financial planning at the University of California, Berkeley, and served on influential public policy boards shaping the future of financial standards. Since founding the firm nearly two decades ago, Frank has built a reputation for delivering financial strategies that align seamlessly with each client’s unique values, vision, and goals.

For business owners, we specialize in crafting sophisticated exit strategies that optimize value while supporting philanthropic objectives. For families, we develop personalized plans to ensure smooth generational wealth transfer, securing your legacy and fostering financial harmony.

Our mission is simple: to provide the clarity, confidence, and strategy you need to thrive in every financial stage of your journey.