Naomi Leung's Contact Details

Naomi Leung's Company Details

Parkside Advisors LLC

Berkeley, California, United States • 1 - 10 Employees
Financial Services

Grubman Wealth Management is an independent, fee-only wealth management firm. We provide a comprehensive suite of wealth management services—including financial planning, investment management and tax services—to high net-worth individuals and families in the Bay Area and throughout the country. We believe our distinct, holistic approach enables clients to maximize control and convenience and to minimize cost. Our team of experts is dedicated to helping clients understand and integrate their personal goals and values into the financial goals that will improve their lives in meaningful ways. We have helped many clients achieve long-term goals, including early retirement, college funding and most importantly, peace of mind. Our clients are smart and successful, but they seek a financial partner who can helps alleviate the constant worry of being smart about money. Our approach to customer service rests on the belief that being ethical, reliable, technically savvy and well-respected are the highest compliments our clients can pay us. Committed to remaining a small, tight-knit firm, we get to know our clients through long-term relationships so that we can be trustworthy advocates for their money. Specialties: Stock option planning, tax services, investment management, integrated financial planning, corporate 401(k)/retirement plan guidance Grubman Wealth Management and its staff do not accept endorsements or testimonials because of SEC regulations regarding these matters. We are happy to provide references upon request.