ETP Wealth Management

Business details

Category
Financial Services · Financial consultant
Address
2950 Buskirk Ave Suite 300, Walnut Creek, CA 94597
Phone
(925) 937-9866
Website
etpwealth.com
County
Contra Costa County

Hours

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

ETP Wealth Management brings financial consulting, estate planning and real estate services to Walnut Creek and the surrounding East Bay communities. We help individuals and families plan with confidence, combining investment guidance with the legal and property considerations that shape long-term financial security.

Our team works closely with each client to understand their goals, whether that means preparing for retirement, protecting assets for the next generation or navigating a real estate decision. We take a thoughtful, personal approach, so every plan reflects your priorities and your family's needs.

Serving Walnut Creek and Contra Costa County, we bring a coordinated view of wealth, estate and property planning under one roof.

Book online through our website to schedule a consultation and start the conversation.