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Los Gatos, CA

644 North Santa Cruz Ave
Suite 4
Los Gatos, CA
Hours: 8:30am - 5pm, M-F

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

Awards

Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1

Barron's Top 50 Independent Advisors in America (2019)4

Financial Times Top 300 Registered Investment Advisors (2019)

Meet Our Financial Advisory Team

Insights from Allworth Financial

4 common planning mistakes couples make

Yes, a couple is made up of two individuals. But as the two of you plan for retirement, you need to be thinking as a duo – not as separate people. We explain why this ‘team approach’ is so important and reveal the biggest missteps to avoid.

5 retirement planning must-dos for single people

If you’re single, that means all of your retirement planning will fall squarely on one person’s shoulders – yours. We share 5 of the key pieces of the planning puzzle you can’t afford to overlook.

Other Nearby Office Locations

1550 The Alameda
Suite 125
San Jose, CA 95126
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
770 Tamalpais Drive
Suite 206
Corte Madera, CA 94925