Financial Advisors in Claremont, CA helping professionals build, preserve, and retire with confidence.
Silver Strand Wealth Management is a boutique wealth advisory practice based in Claremont, CA. Our principal members provide investment guidance, wealth planning, coaching, and portfolio management for business owners, professionals, and families across the country, with a strong presence throughout the Inland Empire.
Our purpose is to build intimate, meaningful relationships with clients who view us as their most trusted financial advocates. To fulfill that purpose, we follow three core tenets:
1) Personalized Wealth Strategies for Every Stage:
Whether you’re building wealth, growing a business, or preparing for retirement, we create strategies tailored to your goals, income, and lifestyle — never a one‑size‑fits‑all approach.
2) Ongoing Advice in a Changing Market:
Markets shift, life evolves, and financial decisions become more complex. We provide proactive, ongoing guidance to help you stay on track through every transition.
3) Goal- Focused Guidance to Simplify and Strengthen Your Financial Life:
We offer comprehensive counsel across all areas of wealth management, helping organize and simplify your financial life so you can enjoy your wealth now and for future generations.
Forbes
Recognition
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Solutions Tailored to You
Investment planning shouldn’t be one-size-fits-all. At Silver Strand Wealth Management, we build personalized strategies designed around your goals, income, and long-term vision.
Whether you’re growing your wealth, preparing for retirement, or seeking a second opinion, we provide clear, thoughtful guidance to help you move forward with confidence.
Business Owners
What do we help business owners plan for?
We guide you through key life and business transitions, including family income planning, tax‑efficient strategies, generational wealth transfer, and charitable giving.
Multigenerational Wealth
How do we support multigenerational wealth planning?
We guide families through investment planning, long-term investment strategy, and
estate preservation to ensure wealth is protected and transferred with intention.
Your Golden Years
How do we support your retirement years?
We guide you through every stage of retirement planning, ensuring your income,
investments, and lifestyle goals stay aligned.
Chart of the Week
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Global Perspectives
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State of the Markets
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Read MoreWe offer comprehensive wealth planning, investment management, retirement
planning, tax-efficient strategies, multigenerational wealth planning, and
guidance for business owners navigating major life and financial transitions.
We support business owners with income planning, tax strategy, succession planning,
risk management, and long-term wealth transfer so they can confidently transition into the
next stage of life.
We are headquartered in Claremont, CA and serve the Inland Empire community, but we
work with families and professionals nationwide through secure virtual planning and
ongoing advisory support.
We take a relationship-driven, goal-focused approach. Our clients value our personalized
planning, ongoing guidance, and commitment to helping families build, preserve, and
transfer wealth with intention.
You can schedule an introductory conversation to discuss your goals, financial questions,
and whether our planning approach is the appropriate fit for you.