In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment Managers can assist with personal finance, estate planning, and education funding.  Our wealth management services incorporate investment portfolio management along with financial planning and considerations such as coordination with legal resources, tax professionals and banking needs.  

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Get in Touch

  1. Ready to get a handle on your investments? Contact us today to schedule a free review of your portfolio.

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Other Services

  • Wealth Management

    In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment
    Read More
  • Financial Planning

    Your choice of the right financial professional is not a simple one. It could also be the most significant investment
    Read More
  • 401K Services

    Our firm's staff specializes in the administration of profit sharing, money purchase, 401(k), and non-qualified tax-deferred compensation retirement plans. Our
    Read More
  • Employment Retirement Programs

    SEP (Simplified Employee Pension) and SIMPLE (Savings Investment Match Plan for Employees) IRA’s are a great way for small businesses
    Read More
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With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or