Dear clients,

Everything has a beginning and an end…

It is time for our business to move to our new building.  Back in 2002, Craig and I purchased Luigi Pietrantoni’s financial services business and since that time have occupied the upper floor of the same building Luigi ran his business.  It has been an ideal solution to integrate our businesses and provide the best possible service.

Now is the time for us to leave and move on. We have grown considerably over the past ten years and the old building no longer suits our needs. The steep steps to the top floor seem to be getting steeper and becoming more of a burden.  We do not have a meeting room for our clients and the parking is certainly not ideal.

In the month of May our office will be relocating to a new building in Castro Valley (3726 Castro Valley Blvd.).  It is a newly renovated space that will provide updated equipment and technology. We will have ample parking in the rear of the building as well as street parking directly in front of the building. The building is on the street level so there will be no more climbing stairs!

Over these past years we have shared a lot of good times as well as some not so good times – both in the financial markets and in our personal lives. We as a firm have been with you all the way and hope to continue supporting you and your family in any way we can.

We invite you and your family to stop by and visit us…

By the way don’t worry about your portfolios. That’s our job. We have been doing it for over 25 years.

Best Regards,