At Phelps-Ting & Associates, we have noticed that one of the most interesting things about working with affluent clients is this: the focus is seldom on counting dollars and cents. It's about what those dollars can do. The lifestyle they provide, the businesses they build, the opportunities they foster. Helping clients to make their choices takes insight, understanding and a long-term commitment to their point of view.
We believe that's why families who could take their resources anywhere consider choosing Ting & Associates for dedicated wealth management. We have a diverse and cosmopolitan clientele—entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in real estate and agribusiness. We work with clients from Silicon Valley to Napa Valley, from Market Street to Wall Street, from our office to wherever your life takes you.
Phelps-Ting & Associates can offer advice and guidance on different facets of your financial world—how you invest, your income and revenue streams, your businesses and property, retirement, and how you can build a foundation for generations that follow.
We are committed to being there to help you map your path, focus on your goals and invest with tomorrow in mind. No matter where you are on your journey, we are ready to guide you—every step of the way.
Wealth management based on your goals. Focused on you.
On the surface, it seems rather simple—manage assets and resources in pursuit of a goal. However, if you're like most of the clients we serve at Phelps-Ting & Associates, you have a more complex array of objectives and agendas demanding your time, attention and wealth.
Our approach to goals-based wealth management seeks to tie together your entire financial outlook—income, expenses, investments, debt, business interests, real property—in one strategy. We start by:
Analyzing your current revenues, expenses and investment holdings
Considering your objectives for each area of your financial life—family, business, retirement and wealth transfer
Estimating the potential impact of taxes, inflation and market upheavals on your portfolio
Our intent is to give you a sharp, clear picture of how the elements of your financial life work in relation to each other and to develop an integrated strategy.
A generational approach to family wealth:
Because we work with multiple generations and their diverse objectives and interests, we are accustomed to using our skills and experience to help clients balance wealth preservation and risk management with broad aspirations and far-reaching goals.
CFP®, CIMA®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
