Art Burton, WMCP

Art Burton, WMCP I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Member SIPC.

I help people get financially organized, make confident money decisions, and stay accountable to their goals through a simple, honest approach focused on long-term security, peace of mind, and plans that fit real life. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

Retirement analysis and progr

ams
Estate strategies
Employee benefit and retention services
Business continuation strategies
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institution. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. Arthur Burton is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. www.SIPC.org | Supervisory Office: 6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566, Phone: 925-979-2300. I am licensed to sell insurance in: CA

CA Insurance Lic. 0G01920, domiciled in CA. I am registered to sell securities in: CA


MM202611-311872

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/10/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
06/08/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

I’m considering hosting an upcoming workshop—both virtual and in person—focused on the “Five Estate Planning Documents Y...
06/02/2026

I’m considering hosting an upcoming workshop—both virtual and in person—focused on the “Five Estate Planning Documents You Should Know.” 📄

This session is designed to provide general education and help you better understand key components of the estate planning process in a clear and practical way.

If you’re interested in attending this complimentary workshop, please comment “planning” below, and I’ll be sure to keep you informed as details are finalized. 💬

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

The most successful business owners and investors don’t just build wealth—they build aligned advisory teams.Most high-ne...
05/29/2026

The most successful business owners and investors don’t just build wealth—they build aligned advisory teams.

Most high-net-worth individuals already have the right people in place:

CPA
Attorney
Financial Planner & Advisor
Coach or mentor

But here’s the disconnect I consistently see:

These professionals operate in silos.
-No coordinated strategy.
-No shared communication.
-Limited alignment around the bigger picture.

And that gap often leads to:

-Missed tax-saving opportunities
-Inefficient structuring
-Fragmented long-term planning

The real differentiator is integration.

When your advisors are working together—aligned around your objectives—you create a far more efficient, strategic, and intentional approach to wealth.

That’s where sophisticated planning actually happens.

If you’re not sure whether your current team is coordinated—or you know they aren’t—
it may be time to take a closer look.

📩 I’m always open to a quick, low-pressure conversation to help you identify gaps or opportunities within your current structure.

Who’s on your “life roster”? 🧠💼Think about it for a second…Do you have:✅ A mentor guiding your growth?✅ A coach pushing ...
05/29/2026

Who’s on your “life roster”? 🧠💼

Think about it for a second…

Do you have:
✅ A mentor guiding your growth?
✅ A coach pushing you to level up?
✅ A CPA keeping your finances in check?
✅ A lawyer protecting what you’ve built?
✅ A financial advisor helping you plan your future?

Now here’s the real question…
👉🏾 Are they all actually working together for YOU?

Most of the time, they’re not. They’re each doing great work—but in their own lane.
Imagine the power of having your entire team aligned, communicating, and collaborating—focused on what’s best for you.

That’s where real strategy happens. That’s where real progress is made. 🚀

💭 Food for thought: Your success isn’t just about who you have on your team… it’s about how well they work together.

Address

1676 N California Boulevard STE 430
Walnut Creek, CA
94596

Opening Hours

Monday 11:30am - 3:30am
Tuesday 11:30am - 3:30pm
Wednesday 11:30am - 3:30pm
Thursday 11:30am - 3:30pm
Friday 11:30am - 3:30pm

Telephone

+14157249071

Website

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