Half Moon Bay, California

Private Wealth Management & Financial Planning in Half Moon Bay

Providing financial clarity across the nation and in your local area.

Ready to learn more?

local knowledge. all in-house.

About the Half Moon Bay Team

Each member of our Half Moon Bay team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Recent Thought Leadership

Meet your team

Michael De Nevi

CRPC^®
Wealth Advisor, Managing Director
view bio
Thomas McGuirk

CFP^®
Wealth Advisor, Managing Director
view bio

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Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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Our Locations

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