Capital Advantage

Ranked by Bay Area assets under management for individual clients. Capital Advantage has surpassed $700 million in assets under management, cementing its spot as the largest wealth management firm in Lamorinda and in the Top 50 in the entire Bay Area.*

*Wealth management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services. SF Business Times Top 50, 5-4-18.

Capital Advantage is committed to helping you define, and then achieve, your financial goals. We provide personalized service, detailed planning, and the superior level of expertise that comes with decades of experience.

And your son-in-law’s and your mother’s, too. We value personal connection and real relationships. Our team cultivates a culture of family, and we believe that our clients continue to appreciate our commitment to their lives, their financial independence, and their futures.