Wiley Group Competitors

We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. At the individual level, financial planning should start early in your life. You need to plan well ahead to lead a comfortable life in old age. An NRI has various options to choose from when he/she is structuring his financial plan. There is no one-size-fits-all investment strategy that can be prescribed for everyone. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

Institutional Thinking for Individual Investors™ Constant Guidance Financial is an independent, fee-only, registered investment firm that provides customized wealth management strategies and retirement advice to individuals, corporate executives, and business owners. Our independence allows us to always pursue what's most appropriate for you and since we face no front office pressures to sell you products or services, our interests are aligned with yours. We leverage our 17 years of experience developing successful investment strategies for individuals and institutions to help guide you to the lifestyle you want. We are committed to putting you first and helping you find the right level of risk that you are comfortable with taking to achieve better results. With a combination of a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designation, we can draw on our knowledge to provide you with appropriate investments and wealth management advice in all of the following areas: • Personal Financial Planning • Business Retirement Planning • Corporate Executive Solutions • Asset Protection Strategies • Portfolio Management • Social Security Strategies* • Estate and Tax Planning • Insurance Advisory services offered through Constant Guidance Financial LLC, a registered investment adviser. Opinions expressed do not necessarily reflect those of Constant Guidance Financial LLC. The topics discussed and opinions given are not intended to address the specific needs of any individual. Constant Guidance Financial LLC does not offer legal or tax advice, individuals are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. *Not associated with or endorsed by the Social Security Administration or any other government agency.

Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.