Total Wealth Solutions

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Total Wealth Solutions Guiding Clients to Help Achieve their Goals since 2003
Experience - Guidance - Trust Member FINRA/SIPC (ww.finra.org / www.sipc.org).

Our approach can help you invest according to your goals, reduce your exposure to taxes, manage your insurance needs and provide a plan designed to successfully transfer your wealth to your children and grandchildren. Why Choose Us? **
+ We are a Financial Services and Wealth Management Firm
+ Our recommendation and strategies are driven by client’s goals and objectives, not by how the advisor is being compensated.
+ We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements.
+ Insitutional Strength through Individual focus, online access and one consolidated statement all at one stop.
+ We are able to offer collaborative advice and seek to design portfolio that are best suited for our clients needs as we have no proprietary products to push. Securities and advisory services offered through LPL Financial, a registered investment advisor. Total Wealth Solutions and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
10/16/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
10/15/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

With great wealth comes even greater questions. Learn more in our article.
10/14/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/10/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

When it comes to investing, you may be your own worst enemy.
10/09/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
10/08/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Terrible or wonderful; Could a variable annuity be right for you?
10/07/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/06/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

When you choose to take Social Security might impact your retirement income. Find out how.
10/03/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
10/02/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

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Los Altos, CA
94022

Telephone

+15102520135

Website

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