Businesses are complex, solutions don’t need to be

Life is an adventure, plan to enjoy the ride

Central Valley Strategic Wealth Management is a financial services practice dedicated to helping businesses, their owners, employees, and individuals map out and work towards achieving their financial goals.

With more than 160 years of combined industry experience, our professionals offer the experience and sophistication of a large practice with the level of attention and service you would expect from a locally owned team.

Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators