Sacramento Financial Advisor Client Login Button

500 Capitol Mall, Suite 1060

Sacramento, CA 95814
1.916.405.9140 | Email Us


We believe in building your Investment Strategy using Riskalyze, a cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure your target portfolio defines your investment goals and expectations.

Sacramento Retirement IncomeLet’s talk about Risk.

Subjective risk questionnaires nearly always miss the mark. That’s because the old way of assessing risk, stereotyping investors with subjective semantics, doesn’t always work. Riskalyze’s approach uses the Risk Number. It’s built upon a Nobel Prize-winning framework, and everyone has one. What’s yours?

Sacramento Independent Financial Advisor

With the help of Riskalyze, we combine our investment knowledge, disciplined demeanor, and advanced technology in order to empower fearless investing.

Let’s get started.

Sacramento Retirement Income
Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Sacramento Financial Advisor
Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Sacramento Wealth Advisor

Risk Number® and sample six-month 95% probability range