Wealthscape Advisors, LLC

Making informed decisions about finances on your own can be time-consuming and stressful. I specialize in wealth planning – integrated financial planning and investment management – so you can focus on what matters most to you in life.

I don’t believe in automated solutions or cookie-cutter approaches. Financial planning and investment management decisions should be made holistically, in the context of your unique circumstances, values and goals. I offer a personalized approach, and a relationship with a Certified Financial PlannerTM who places you at the heart of your plan.
Quantitative analysis is critical in what I do, and I love numbers and analysis. But I know that the qualitative side of your wealth is also important. I address the human dimensions of your finances – your dreams, hopes and fears, your relationship to money. After all, my goal is to bring you peace of mind.

Visit our website to learn more and then call us to get started!

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Advisors at this Office

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This Office

331 Soquel Ave Ste 212 Santa Cruz, CA 95062-2331 Phone: (831) 438-6000

Primary Office

331 Soquel Ave Ste 212 Santa Cruz, CA 95062-2331 Phone: (831) 438-6000