Total Wealth Solutions

Total Wealth Solutions Guiding Clients to Help Achieve their Goals since 2003
Experience - Guidance - Trust Member FINRA/SIPC (ww.finra.org / www.sipc.org).

Our approach can help you invest according to your goals, reduce your exposure to taxes, manage your insurance needs and provide a plan designed to successfully transfer your wealth to your children and grandchildren. Why Choose Us? **
+ We are a Financial Services and Wealth Management Firm
+ Our recommendation and strategies are driven by client’s goals and objectives, not by how the advisor is being compensated.
+ We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements.
+ Insitutional Strength through Individual focus, online access and one consolidated statement all at one stop.
+ We are able to offer collaborative advice and seek to design portfolio that are best suited for our clients needs as we have no proprietary products to push. Securities and advisory services offered through LPL Financial, a registered investment advisor. Total Wealth Solutions and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
10/08/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Terrible or wonderful; Could a variable annuity be right for you?
10/07/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/06/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

When you choose to take Social Security might impact your retirement income. Find out how.
10/03/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
10/02/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

What do you need to know when the market experiences volatility?
10/01/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
09/30/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
09/29/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
09/26/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/25/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

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Los Altos, CA
94022

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+15102520135

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