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Gaskin Wealth Management, based in Moraga, CA, offers a logical, organized, and disciplined approach to wealth management, specializing in 401k management. With a focus on personalized service, they aim to help clients make sound financial decisions for asset preservation and growth through a rules-based investment process. Founded by Greg Gaskin, a seasoned financial professional with a background at Smith Barney, the firm prioritizes developing tailored investment plans based on individual risk tolerance profiles. Gaskin Wealth Management believes in the importance of adjusting investment allocations between wealth accumulation and preservation phases to maximize financial outcomes for their clients.Generated from the website

Shams Deitrick - Raymond James in Alamo, CA offers comprehensive wealth management services to help clients prepare for various financial milestones, from growing and preserving wealth to retirement planning and estate management. Their team of advisors provides expertise in investment solutions, fixed income strategies, estate planning with bonds, and insurance solutions. With a focus on individual and institutional clients, Shams Deitrick - Raymond James also provides banking and lending services, insurance solutions, and institutional services such as investment banking, debt advisory, and private capital advisory. Their team of professionals offers tailored financial and retirement planning, along with specialized services for corporations and institutions seeking capital structure advisory and Asia coverage.Generated from the website