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In the Fog of Uncertainty

find Financial Clarity.


Schedule a Call Today






It’s not about charts, it’s about life.


At Wealthspan, financial planning and investment management are about more than accumulating wealth - they are about one's personalized values and living in alignment with them. True wealth management eliminates confusion, reveals possibilities and empowers action.

As your fee-only, registered investment adviser in Marin County, California, you’ll gain clarity, control and confidence so that you can worry less and excel at what you do best.

Our focus is on families and business owners in the San Francisco Bay Area. Our priority? It's you.


Advice at every turn.



Our Approach


Independent Advice

We are committed to full transparency. Our goal is to provide you with easy-to-understand recommendations and to help you implement them every step of the way. We are in favor of and abide by the fiduciary standard.

Intelligent Investing

We design your portfolio by analyzing your goals and personal comfort level with risk. We utilize low-cost investments and tax efficient strategies, all while monitoring market conditions. Motivated by environmental and social causes? We can reflect them in your investment portfolio.

Financial Planning

We offer Comprehensive Financial Planning and use state-of-the art planning tools and techniques to gain a complete picture of your finances and financial aspirations. You will gain clarity about where you are, where you're going and how to get there.

A sounding board that resonates with you.





We Do Things Differently.

Alexander Gangl, CFA, CFP® Photo Alexander Gangl, CFA, CFP® Hover Photo

Alexander Gangl, CFA, CFP®

Founder

As a Certified Financial Planner™ and Chartered Financial Analyst, I provide independent, objective advice and act in good faith and the best interest of my clients. I never accept any referral fees or compensation contingent upon the purchase or sale of a financial product. I enjoy working one-on-one with clients and being their trusted financial adviser.

Alex's Biography


  





Ongoing Financial Life Services

A sampling of popular topics frequently covered.

(They can be modified to meet your needs.)


Retirement Analysis
Goal Development
Investment Portfolio Management
Household Balance Sheet Development
Employee Benefits Analysis
Equity Compensation Analysis


Estate Planning Review
Business Succession Planning
Risk/Insuarance Coverage Analysis









How may we be a resource?


Phone

Initial Call

Discovery Meeting

Review and Service

Schedule a call.  We will ask you questions. You will have the opportunity to ask us questions. After we talk, we'll decide if it makes sense to continue the conversation.



Our planning process begins with you, understanding what is unique about you, the challenges of today and your goals and vision for the future. We'll listen and begin crafting a custom plan to help you get where you want to go.

We'll help you monitor your plan, optimize your investments, and help you stay on track. Review meetings are designed to reinforce our commitment to your value-based goals and for ongoing collaboration. Our objective is to have a long-term relationship so that we may serve you and your best interests.

Financial Life Planning and Investment Management

Fees are calculated as an annual percentage of the assets we manage on your behalf. They are billed at the end of each quarter and set at an annualized rate:

  • Up to $5 million - 0.80%
  • Between $5 million and $10 million - 0.50%
  • Between $10 million to $25 million - 0.25%
  • Above $25 million - 0.20%

A client’s effective management fee is the blended rate based on each tier. For example a client with $7MM under management is billed 0.80% on the first $5MM and 0.50% on the subsequent $2MM for an effective rate of 0.71%.




Let us know what you'd like to discuss and we'll get back to you within 24 hours.