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Important Update

Thank you for visiting our website.   We are excited to announce that effective January 1, 2021:

(Click on logos below to be directed to new websites)

SERVICES FOR THE DAVIS & Sacramento offices are now offered through:

SERVICES FOR THE Santa Cruz & Silicon Valley offices ARE NOW OFFERED THROUGH:

PLEASE NOTE: Libra Wealth, LLC (“Libra”) and Archer Pointe Wealth Management, LLC (“APWM”) are not affiliated entities. For a copy of Libra’s current ADV brochure, please contact the Advisor at (831) 420-1340. For a copy of APWM’s current ADV brochure, please contact the Advisor at (530) 280-7340. Additional information on Libra and/or APWM may also be found on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the respective firm CRD#:                  APWM CRD #308777                 Libra CRD #288098

Independent, Fee-Only Financial Planning, Investment and Wealth Management Services from CFP® Advisors

Serving Santa Cruz, Silicon Valley, Sacramento & Davis, California 

 Contact Us