Art Burton, WMCP

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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 programs
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

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement ch...
11/03/2026

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement check-in now can help you stay on track for the future you envision. Let's connect.

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure ...
11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

Giving Back Can Be One of the Most Meaningful Financial Decisions You Make.As the year comes to a close, many families a...
11/01/2026

Giving Back Can Be One of the Most Meaningful Financial Decisions You Make.

As the year comes to a close, many families are looking for ways to support the causes and organizations they care about most.

A Donor-Advised Fund (DAF) can be a simple way to organize your charitable giving while creating a lasting impact.

✨ Support the charities you love
✨ Make giving part of your family's legacy
✨ Stay organized with your charitable contributions
✨ Potentially receive tax advantages through charitable giving*

You don't need to be an expert investor to make a difference. Sometimes the biggest impact starts with a simple conversation about what matters most to you, your family, and your community.

Before year-end, let's talk about how your charitable goals can align with your overall financial and legacy planning.

Send me a message to start the conversation or click this link to schedule some time

This introductory meeting is designed to understand your personal and financial situation, clarify your goals, and determine how I may be able to add value.

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contribu...
10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/23/2026

Calling all business owners (and those who know them).

Many successful business owners spend years building revenue, teams, and operations but rarely get clear answers to two critical questions:

âś… What is my business worth?
âś… Am I making the right financial decisions outside of my business?

I'm planning an educational workshop (FREE) and would love your feedback.

Topic 1: Business Valuation & Exit Readiness...Learn how business value is determined, what buyers look for, and how your business fits into your long-term retirement goals.

Topic 2: Financial Planning for Business Owners...Explore strategies for retirement, succession planning, estate planning, and turning business success into lasting personal wealth.

If you own a business with 2+ employees, comment:

1 = Business Value
2 = Financial Planning

And if you know a business owner who should be part of this conversation, tag them below or share this post with them.

The more feedback I receive, the more likely I'll host both workshops.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4BpbVNCReady to start b...
10/23/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4BpbVNC

Ready to start building your plan? Reach out today.

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

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