What We Do
As an investment advisor, we build and manage custom investment portfolios of individual stocks, bonds, and real assets for each client. We choose investments in companies that exhibit both strong growth potential and exemplary environmental, social, and corporate governance programs. This allows us to align our clients' portfolios with their personal values. Portola Creek’s wealth management services include comprehensive financial planning, holistic retirement forecasting, thoughtful decision analysis, liability insurance evaluations, small business consulting, complex tax and estate planning, and next generation inheritance education and planning.
We are 100% fee-based, meaning all of our services are included in our investment management fees. We sell no products or other services.