You and Your Family

The financial foundation upon which your family builds begins with ensuring that you and your loved ones never run out of money in pursuit of your dreams. With solid planning, sensible strategy and experienced execution, we help successful families like yours (typically clients of Alten Sakai & Company) structure their lifelong financial foundation. From there, we'll help you invest with confidence toward your higher aspirations, such as:

  • Travel, interests and activities
  • Primary and vacation homes
  • College funding
  • Rainy day funding and risk management
  • Business and professional pursuits (Read more)
  • Community engagements
  • Retirement (Read more)
  • Legacy and philanthropy (Read more)