Nearby Meeting Locations: While our main South Bay office is in San Jose, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Mateo, Santa Rosa, and Walnut Creek.
Best in Class Advisors
Top 100 RIA Firm
9th in AUM Growth
4th Fastest Growing RIA
Assets Under Management4
29 Years in Business
Best Places to Work
About Our San Jose Location
Our San Jose team has more than 20 years of providing refreshingly clear investment, financial and retirement planning advice.
Interested in learning more? Listen to Money Matters, our weekly, call-in radio program via podcasts you can download at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, you can hear them answer questions on topics ranging from investing to estate planning to pension and retirement account management, and more.
Located near the Nimitz Freeway and The Alameda, our San Jose team provides guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Meet Our Financial Advisory Team
Other Nearby Office Locations
Important open enrollment and Medicare reminders
It’s that time of year! No matter if you’re still working and on your company health insurance or retired and on Medicare, Allworth Co-CEO Scott Hanson shares some key reminders about your healthcare choices (and costs) as open enrollment season kicks-off.
Third Quarter 2022 Market Update
Things were starting to look better for the stock market over the summer… but then things took a dramatic turn over the last three months. What happened? In this quarterly video update, our Chief Investment Officer joins Co-CEO Scott Hanson to discuss the rally that fizzled, the housing correction, inflation, bonds, the biggest risk we see right now, and more.
5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.