• DeYoe Wealth Management

    • Financial Services
    1400 Shattuck Ave. Ste. 1
    Berkeley, CA 94709
    (510) 848-0012
    (510) 848-0009 (fax)
    Hours:
    8 a.m. - 5:30 p.m. Monday through Friday. Rare Saturday by appointment.

    About Us

    Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies read more
    • About

      Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions first. At DeYoe Wealth Management, we do our best work in the place where Love and Money overlap.

      Investment success is determined more by what we do than by what markets or economies do to us. We love working with people who see how incredibly freeing this realization can be. We create an ecosystem of advice where consistent communication and education help clients address their fears and empower them to stay true to the plan that we have designed together.

      Our commitment in every situation is to:
      1. Put our clients interests ahead of ALL other interests,
      2. Tell the complete, unvarnished truth at all times, and
      3. Let the chips fall where they may.

      We focus on Comprehensive Wealth Management, Estate Planning, Tax Planning, Low Volatility Investment Management, Philanthropy, and Small Business.

      The financial professionals of DeYoe Wealth Management are registered representatives with and offer securities through LPL Financial. Member FINRA / SIPC (please refer to the ‘Contact Info’ section above). For a list of states in which we are licensed to do business, please visit www.deyoewealthmanagement.com. 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.

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