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Atherton Wealth Advisors | Your Vision. Your Wealth. Your Life.

Why CFP is Important. Questions to Ask Your Planner. Welcome to Atherton Wealth Advisors. This is your vision, your wealth, your life we’ll guide, you decide. At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. Why we are different. Integrity means the ability to earn trust and ...

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Why CFP is Important. Questions to Ask Your Planner. Welcome to Atherton Wealth Advisors. This is your vision, your wealth, your life we’ll guide, you decide. At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. Why we are different. Integrity means the ability to earn trust and ...
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Atherton Wealth Advisors | Your Vision. Your Wealth. Your Life. | ourwealthadvisors.com Reviews

https://ourwealthadvisors.com

Why CFP is Important. Questions to Ask Your Planner. Welcome to Atherton Wealth Advisors. This is your vision, your wealth, your life we’ll guide, you decide. At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. Why we are different. Integrity means the ability to earn trust and ...

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1

Our Vision and Values | Atherton Wealth Advisors, Inc.

http://ourwealthadvisors.com/our-vision-and-values

Our Vision and Values. Our Vision and Values. Our Vision and Values. At Atherton Wealth Advisors, everything we do is inspired by our vision and values. Our vision is to build a legacy company that helps our clients, for generations to come, to define their vision of the future and provide advice, education and guidance so that that vision has the best chance of becoming reality for each and every client. For more information, email. Or call us at 916.626.5522. Insurance License #0F00906, #0744361.

2

Access My Accounts | Atherton Wealth Advisors, Inc.

http://ourwealthadvisors.com/access-my-accounts

Our Vision and Values. Pershing Advisors Solutions: www.netxinvestor.com. TD Ameritrade: https:/ www.advisorclient.com/AdvisorClientWeb/logon.do. AssetMark Trust: www.ewealthmanager.com. TD Ameritrade: https:/ www.advisorclient.com/AdvisorClientWeb/logon.do. Trust Company of America: www.trustamerica.com. Charles Schwab: www.schwaballiance.com. Trust Company of America: www.trustamerica.com/liberty/desktop/login.jsf. Fidelity: www.fidelity.com. PAM(06H) and PRIME (03X): www.netxinvestor.com.

3

Our Services | Atherton Wealth Advisors, Inc.

http://ourwealthadvisors.com/our-services

Our Vision and Values. There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help. We offer professional financial services and advice to help you design a plan that will help you to meet your current and future goals. Our planning engagement begins with our discovery process. This is where we learn about who you are and what really matters to you. Our goal is to establish a relationship based upon a thorough un...With ...

4

About Us | Atherton Wealth Advisors, Inc.

http://ourwealthadvisors.com/about

Our Vision and Values. We are a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire. Richard P. “Dick” Gootee, CFP, President, *Registered Principal. As an investment professional for 35 years, Dick is a consummate educator, great listener, speaker and problem solver. His experience includes multigenerational family wealth and business planning, c...

5

Communication Library | Atherton Wealth Advisors, Inc.

http://ourwealthadvisors.com/communication-library

Our Vision and Values. For more information, email. Or call us at 916.626.5522. Registered Representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA. Cetera is under separate ownership from any other named entity. Insurance License #0F00906, #0744361.

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Atherton Wealth Advisors | Your Vision. Your Wealth. Your Life.

Why CFP is Important. Questions to Ask Your Planner. Welcome to Atherton Wealth Advisors. This is your vision, your wealth, your life we’ll guide, you decide. At Atherton Wealth Advisors, we are passionate about wealth management and how it can help you pursue your vision for the future. This passion to be a catalyst of change in your life has led us to create a firm that delivers the benefits of creative, disciplined wealth management. Why we are different. Integrity means the ability to earn trust and ...

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