Atherton Wealth Advisors

Our Vision: Empowering Financial Success

At Atherton Wealth Advisors, we believe wealth management is about more than just numbers. It's about understanding your unique aspirations, goals, and dreams to create a personalized roadmap that aligns with your vision for the future. We take a holistic approach, considering your financial life as a interconnected web of factors that work together to create financial stability and security.

Who We Are

Our team of experienced professionals combines deep financial expertise with a genuine passion for helping clients achieve their financial goals. Led by husband-and-wife duo Kimberly Ogden and Richard Nelson, we are a family-owned business dedicated to personalized attention and meticulous planning. We believe in open communication, building trust, and forming lasting relationships with our clients.

What We Offer

Our services extend across the entire spectrum of wealth management, including:

Financial Planning & Goal Setting

• Comprehensive financial plans tailored to your individual needs and aspirations
• Goal setting and prioritizing your financial aspirations
• Retirement planning and analysis
• Estate planning and wealth preservation strategies

Investment Management

• Customized portfolio management based on your risk tolerance, goals, and time horizon
• Diversification across asset classes to minimize risk and maximize potential returns
• Regular portfolio reviews and necessary adjustments

Insurance & Risk Management

• Comprehensive review of your risk exposure and potential gaps
• Tailored solutions to address specific insurance needs such as life insurance, disability insurance, and property insurance

Tax & Estate Planning

• Strategies for tax optimization and wealth preservation
• Estate planning documents such as wills, trusts, and power of attorney
• Assistance with retirement account rollovers and beneficiary designations

Why Choose Atherton Wealth Advisors?

Our commitment to our clients extends far beyond simply managing their finances. We are invested in their success and well-being. We believe in:

• Tailored solutions: We customize our approach to fit your unique needs and goals.
• Client-centered communication: We prioritize open and honest communication to keep you informed and empowered throughout the process.
• Transparency and accountability: We clearly explain our processes, fees, and performance to maintain trust and accountability.

Discover Your Financial Future

At Atherton Wealth Advisors, we are committed to partnering with you on your journey to financial success. Contact us today to schedule a consultation and explore how we can help you achieve your financial aspirations.