Walnut Creek

Wealth Management in Walnut Creek

Parallel Advisors' Walnut Creek office provides comprehensive wealth management and financial planning services to clients throughout the East Bay. As an SEC-registered fiduciary financial advisor, we are committed to putting your interests first while helping you work toward your financial objectives.

Our Walnut Creek team combines national resources with local expertise to deliver personalized financial strategies tailored to your unique situation.

Who We Serve in the East Bay

We provide comprehensive services including wealth management, financial planning, investment management, tax planning, estate planning and family office services for high-net-worth individuals and families throughout the East Bay and the greater San Francisco Bay Area.

Family Office Services in the East Bay

Parallel Advisors provides comprehensive family office services in Walnut Creek and throughout the East Bay. Our family office solutions include consolidated financial reporting, bill pay and cash management, multi-generational wealth planning, tax coordination and access to private investments.