Consilium Wealth Management, LLC Email Format
Investment ManagementCalifornia, United States0-1 Employees
Consilium Wealth Management, LLC operates as an independent, fee-based wealth management firm that provides fiduciary-based financial planning and investment management. It serves a selective group of high-net-worth families and individual clients in the Bay Area, delivering customized financial plans and investment portfolios. The firm emphasizes integrating investment strategy with tax and estate planning to support comprehensive wealth management. With more than 70 years of combined financial experience, the firm focuses on aligning clients’ wealth with their values and goals. Based in San Ramon, California, it functions as a small independent firm within the investment management landscape, emphasizing fiduciary guidance and integrated planning.