Welcome to Holguin & Sy Wealth Management, a full-service company specializing in helping you quantify your goals for retirement, education funding, and estate planning. You will find a wealth of information about our capabilities and how we can help you reach your financial goals.

Ernest Holguin, Jourdan Sy, Walnut Creek, CA, Financial Advisors, Wells Fargo Advisors Financial Network, FiNet

 

We will make the process simple, yet thorough. Our objectives are to utilize carefully crafted portfolios helping you achieve competitive, risk adjusted returns and to offer a win-win framework always setting your family's interests before our own.

 

 

As personal financial professionals, we strive to the following ideals:

  • Your interests come before our firm's, before our own.
  • Our job is to understand you and your family's goals, dreams, and concerns.
  • We will protect your privacy.
  • We will be decisive in our recommendations.
  • Our recommendations will be consistent with sound wealth management practices.
  • We will employ disciplined and time-tested investments.
  • We must have compelling rationale for change.
  • Each team member will be available to assist our clients.

Our website is an information resource designed to help you learn more about personal finance.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any further questions, please call us 925-274-9960 or e-mail us at courtney@holguinsywm.com . We will be happy to help and look forward to talking with you.