Best in Class Advisors
Top 100 RIA Firm
30 Years in Business
4th Fastest Growing RIA
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9th in AUM Growth
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About Our Los Gatos Office
Our experienced team in the Los Gatos office serves the South Bay, including Santa Clara and Santa Cruz counties. We’re deeply committed to providing clients with straightforward, fiduciary investment management and retirement planning guidance that helps you retire better.
Want to learn more about Allworth? Listen to Money Matters, our weekly, call-in, radio program that is also available via podcast at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, and one of the longest-running financial topic radio shows in America, Money Matters is an entertaining and informative source for answers on questions related to pensions, investing, retirement planning, estate planning, wills and trusts, and more.
Centrally located just off the 17 highway, Allworth’s Los Gatos team provides guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Meet Our Financial Advisory Team
Other Nearby Office Locations
3 financial habits to embrace in 2023
Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.
Yes, the SECURE 2.0 Act is a big deal
Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.
SECURE Act 2.0 – What Employers Need to Know
The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.