My purpose is to empower individuals to help organize, build, protect and transfer wealth.
As an experienced financial advisor, I provide personalized service in tax efficient wealth strategies, estate considerations, retirement planning, risk assessment and charitable giving.
My team and I work closely with our local professional partners, including CPAs and attorneys, with a shared goal of partnering with clients to enable them to make informed financial decisions.
Our ideal client seeks to design, build, implement and maintain a strategy that creates financial security now and in the future.
I grew up in Kentucky and moved to Los Altos in 1988. My husband and I raised our kids in Los Altos and are grateful to be part of such a wonderful community.
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Divorce Finances
- Domestic Partner Finances
My Personal Interests
- Community Outreach
- Culinary Arts
Phone NumberCynthia A Wemyss at (650) 948-4886
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