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  • Fairlead Financial Advisors LLC
    Fairlead Financial Advisors LLC
    (415) 381-6890
    113 Reed Boulevard, 94941  Mill Valley

    We currently utilize Charles Schwab & Co. as our custodian. The client has an account directly with the custodian that is linked to our “Master Account”. This allows us, with the proper authorization, to make changes to the composition of the account and to access the raw data necessary to produce …

  • Waypoint Wealth Partners
    Waypoint Wealth Partners
    +1 877-768-4802
    1 Belvedere Place, Suite 200, 94941  Mill Valley

    Managing your wealth can be highly emotional, if not confusing, and downright stressful. Our job is to translate your goals and dreams into actionable plans. We'll meet regularly. We'll ask questions. We will both adjust to keep you on track. From “What's coming up” to “What do we do now?”, Wayp…