Nearby Meeting Locations: While our Marin office is located in Los Gatos, we also have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Newark, Redwood City, San Jose, San Mateo, Santa Rosa, and Walnut Creek.
Top 100 RIA Firm
4th Fastest Growing RIA
Best in Class Advisors
Assets Under Management4
Best Places to Work
28 Years in Business
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
October 2021 Market Update
Elevated inflation looks like it’s here to stay – at least for a little while. Allworth’s Chief Investment Officer takes a deeper look at what these higher prices mean for the economy, the markets, and, ultimately, your investments.
Third Quarter 2021 Market Update
When will inflation stabilize? What headwinds is the market facing? How should you approach your investment strategy? We address these questions and more in our third quarter video update.