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    Small by Design; Maximum Client Attention

    We limit our practice to 50 clients per advisor, a fraction of the workload adopted by larger firms.

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    A Boutique Financial Firm with Institutional-Level Skills

    Offering the sophistication of the largest firms and the custom, specialized solutions only a small firm can deliver.

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    Unique Expertise and Specialty in Municipal Bonds

    Safe and tax-free income should be an important part of a successful family’s investment plan. We have directed class-leading results.

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About Creekside Partners

Creekside is an independent, boutique wealth management firm based in San Francisco Bay Area. We provide intelligent, thoughtful advisory and investment services to a select group of clients.

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Our Expertise

With nearly 30 years experience with California municipal bonds, we are extremely proud of the results we have delivered in this often misunderstood asset class. In balanced accounts owning stocks and bonds, we strive to keep fees, risks and taxes low.

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Investor’s Learning Tools

We regularly write and publish timeless articles about investing and financial planning, some of which is available only here and some of which has appeared in the media.

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