At Trailblazer Wealth, we believe it is imperative to provide unbiased advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and move toward achieving your most important business and personal goals. We work side by side with our clients, focused on these guiding tenets: helping our clients manage, grow, and preserve their wealth, while taking the stress out of running the financial side of their lives. Our clients are business owners, entrepreneurs, and executives, and by taking care of their financial management needs, we allow them to focus on what they do best – running and managing successful businesses. Our success at Trailblazer Wealth, and the sense of confidence we have instilled in our clients for decades, stems from our tireless commitment and dedication. Simply put, we serve our clients “first, last, and always.” We see the world through the eyes of our clients; your success is our success. Our partners’ combined industry experience spans over 80 years, and with locations in San Ramon and San Francisco, we provide a wide range of financial, business succession, and employee benefit services in association with Lincoln Financial Group. This powerful combination gives our clients the experience of working with a local planner, while having access to the significant resources a national financial firm offers.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.