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Wealth Management

Our Wealth Management Program focuses on individuals, families, and business owners with a minimum of $250,000 in investable assets.  Our wealth management clients are typically interested in our portfolio management services, preservation of principal, and comprehensive financial planning, including, tax, insurance, and estate planning.

How it Works

We streamline and establish your entire financial plan.

Gerber Kawasaki specializes in comprehensive financial planning. We help our clients with portfolio management, charitable donations, insurance, tax, and estate planning.

portfolio management

Portfolio Management

charitable planning

Charitable Planning

estate planning

Estate Planning

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