Consilium Wealth Management, LLC Information

Consilium Wealth Management is an independent, fee-based wealth management firm that provides comprehensive fiduciary-based financial planning and investment management services. We partner with a select group of high net worth families and individual clients in the Bay Area to deliver in-depth wealth management services as an independent fiduciary. With more than 70 years of combined financial experience, we are committed to providing value added service to our clients. At Consilium, we work closely with each client to design and implement a multifaceted investment management, tax, and estate planning strategy. We provide every client with a customized financial plan and investment portfolio, as we strongly believe it is integral that their financial plan be aligned with their investment strategy in order to achieve financial independence. By having our clients undergo this comprehensive process, we strive to achieve the optimal alignment between their wealth, values, and goals.