HR & Associates

Located in the heart of Silicon Valley, HR & Associates brings over 34 years of financial services experience to help our exceptional clientele make informed investment decisions, protect and grow their assets, and secure their legacies.

Our results-driven approach emphasizes comprehensive planning, portfolio risk management, transparent and competitive fees, while leveraging our institutional background to bring a sophisticated perspective to our clients' most complex wealth management needs. We are constantly striving to gain trust and understand your family’s unique issues by asking the right questions.  We are proud of our team’s attention to detail and the ability to offer our clients the combined resources and solutions of Bank of America and Merrill.  We welcome the opportunity to serve you and your family.