Sullivan & Serwitz

To serve the diverse preferences of our clients we offer a variety of fee options, including "percentage of assets under management" as well as performance-based fees.  As a primary advocate for our clients, our Multi-Family Office services are provided by our CFP professionals as well as collaborative specialist relationships.  Our clients typically request assistance with: Investment, Retirement, and Estate Planning, as well as Independent Trustee Services, Assisting Children & Parents, Charitable Planning, and Asset Protection Strategies.

Submit

Advisors at this Office

Submit

This Office

779 Altos Oaks Dr Los Altos, CA 94024-5402 Phone: (650) 949-2221 Fax: (650) 949-1333

Primary Office

779 Altos Oaks Dr Los Altos, CA 94024-5402 Phone: (650) 949-2221 Fax: (650) 949-1333