Sargenti-Pace Wealth Management Group
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 947-3340
- Website
- us.rbcwealthmanagement.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Sargenti-Pace Wealth Management Group, we help families and individuals across San Jose and the South Bay plan with confidence for the financial future they want. We provide financial planning and investment management tailored to each client's goals, timeline and comfort with risk.
Our approach starts with understanding where you are today, then building a clear strategy you can follow through every stage of life. Whether you are saving for retirement, managing investments or planning for the next generation, we aim to keep the process straightforward and well explained.
We work closely with each client so that decisions stay aligned with their priorities as circumstances change.
To learn more about our services, visit our website or stop by to start the conversation.
Our approach starts with understanding where you are today, then building a clear strategy you can follow through every stage of life. Whether you are saving for retirement, managing investments or planning for the next generation, we aim to keep the process straightforward and well explained.
We work closely with each client so that decisions stay aligned with their priorities as circumstances change.
To learn more about our services, visit our website or stop by to start the conversation.