Total Wealth Advisors is a fiduciary, fee-only Registered Investment Advisory firm based in Fremont, CA, offering comprehensive wealth management services to individuals, families, and business owners. With a focus on objective advice rather than product sales, they specialize in assisting families with special needs, providing expertise in special needs wealth and transfer planning. Additionally, they understand the unique challenges faced by business owners and offer tailored retirement plan design services. Their team is well-versed in significant life transitions, including retirement planning, estate planning, investing, tax planning, education planning, and withdrawal strategies.
As a trusted wealth management firm, Total Wealth Advisors is dedicated to helping clients navigate the complexities of their financial journeys. With a deep understanding of the intricacies of special needs planning, business ownership, and significant life transitions, they provide personalized solutions that align with their clients' goals and aspirations.
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