Avalon Capital Management is an independent, boutique investment firm based in Redwood City, California, with over 30 years of experience providing personalized guidance and a highly engaged standard of care to clients in the Bay Area and beyond. Comprised of deeply committed, values-based professionals, Avalon manages $400 million in client assets and is known for its dynamic process, leveraging experience and passion to help clients define and pursue what matters most in their financial lives.
With a focus on protecting downside and capturing upside, Avalon serves a diverse range of clients, including professionals, tech executives, inheritors, and creatives, offering strategies that promote long-term success and manage financial risk without sacrificing dreams. Their holistic, personalized planning turns financial complexity into a solid, cohesive plan, empowering clients to embrace their responsibilities and secure their family's legacy.
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