The Wealth Conservatory

Turning your money over to a brokerage firm, a bank, or an investment advisor who is solely interested in bringing your money under their management can be a risky and even scary proposition. By the time you realize you’ve made a mistake, all your investments have been moved to their firm and invested in their strategies. We offer a better way.

You already know you can’t deploy a worthwhile investment strategy without due consideration to your overall financial plan. So, why not start there?

Let us help you develop a feasible and attractive path to a place you want to be in a stand-alone, fee-only, wealth consulting project. You will gain clarity and confidence in your ability to fund the retirement you envision as well as other goals you may have, such as funding your children’s or grandchildren’s higher education or supporting your favorite cause. And with that experience in hand, you’ll be in a much better position to decide if a longer-term relationship with the Wealth Conservatory is right for you.

We encourage you to visit our website at to learn more about how we help people just like you address their most critically important financial issues, day in and day out.


Advisors at this Office

Advisors at Other Firm Offices


This Office

2300 1st St Ste 336 Livermore, CA 94550-3137 Phone: (800) 472-1844

Primary Office

29 School St Lebanon, NH 03766-1636 Phone: (800) 472-1844

Other Offices

264 S River Rd Ste 540 Bedford, NH 03110-7058 Phone: (800) 472-1844
2300 1st St Ste 336 Livermore, CA 94550-3137 Phone: (800) 472-1844
18097 Harvest Ct Plymouth, CA 95669-8668 Phone: (800) 472-1844
6701 Koll Center Pkwy Ste 250 Pleasanton, CA 94566-8061 Phone: (800) 472-1844