Total Wealth Solutions

Total Wealth Solutions Guiding Clients to Help Achieve their Goals since 2003
Experience - Guidance - Trust Member FINRA/SIPC (ww.finra.org / www.sipc.org).

Our approach can help you invest according to your goals, reduce your exposure to taxes, manage your insurance needs and provide a plan designed to successfully transfer your wealth to your children and grandchildren. Why Choose Us? **
+ We are a Financial Services and Wealth Management Firm
+ Our recommendation and strategies are driven by client’s goals and objectives, not by how the adviso

r is being compensated.
+ We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements.
+ Insitutional Strength through Individual focus, online access and one consolidated statement all at one stop.
+ We are able to offer collaborative advice and seek to design portfolio that are best suited for our clients needs as we have no proprietary products to push. Securities and advisory services offered through LPL Financial, a registered investment advisor. Total Wealth Solutions and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Are you planning to work after taking Social Security benefits? Know the rules.
06/03/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Periodic withdrawals in retirement may not be such a good idea.
06/02/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/30/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/29/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

10 tips that can head-off marriage money problems.
05/28/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Over age 50? You may be able to catch-up on retirement.
05/27/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When was the last time you paid yourself first?
05/26/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Wishing everyone a safe and meaningful Memorial Day weekend from the team at TWS.
05/25/2026

Wishing everyone a safe and meaningful Memorial Day weekend from the team at TWS.

The sooner you begin investing, the longer your money can work for you.
05/23/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How many credit cards do you have?
05/22/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Address

Los Altos, CA
94022

Telephone

+15102520135

Website

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