Our Vision and Values
At Atherton Wealth Advisors, everything we do is inspired by our vision and values.
Our vision is to build a legacy company that helps our clients, for generations to come, to define their vision of the future and provide advice, education and guidance so that that vision has the best chance of becoming reality for each and every client.
OUR CORE VALUES
Integrity means the ability to earn trust and to be worthy of that trust. Once gained, our personal and professional integrity is what ensures that we hold true and retain that trust indefinitely. We are passionate about always putting the needs of our client first. The level of transparency we are committed to ensures that whether it be the type of solutions, the fees or costs associated, or why we are making certain recommendations, you’ll understand the what, why and how of each decision you make. At the end of the day, your goals and needs always come first.
Empowering clients through confidence; like laughter and joy, we believe confidence is contagious. By instilling confidence, we enhance our clients' lives. Our process involves getting to know our clients, their families, their hopes, dreams and goals. Through the building of these relationships, we are able to provide education, a multitude of different solutions and a path that we can guide our clients on to help them not just dream, but realize those dreams. Our guidance, expertise and deep concern for each of our clients allows them the ability to focus more on the things that bring them joy, less on the things they worry about, to sleep better at night and look forward to their future with confidence.
We believe that having the skills, knowledge and expertise is necessary to assist each client with appropriate solutions to help them reach their financial goals and objectives. This competency is reached through mentoring, careful study, and proactive knowledge seeking that motivates us to learn new things every day. We believe that our team of dedicated professionals, who believe that collaboration allows for greatness, extends and enhances the expertise applied to each of our client’s situations. We will always do what it takes to get the job done well, on time and efficiently.
Beyond just a relationship, partnership means true collaboration and alignment. By partnering with each other and our clients, we create an environment where each member is truly part of our family. We care about your success in the same way we care about our own. By creating true partnerships with our clients, our interests are truly aligned. This alignment allows us to be personally invested in your success, both for today, tomorrow and far into the future. Our commitment is to always be proactive, objective and to remain dynamic, allowing for the certainty of change. As your trusted advisor, advocate and sometimes counselor, we are here to guide you along your path – knowing that through our partnership, that path is more likely to see your goals realized.