Virtual meetings
Financial planning and wealth management are delivered virtually.
Coffeehouse Capital LLC Financial Planning and Wealth Management
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About Coffeehouse Capital LLC Financial Planning and Wealth Management
In Fresno, Coffeehouse Capital LLC is a financial advising firm offering virtual financial planning and wealth management. It works with busy professionals, families, small business owners, medical and tech professionals, and retirees. Services include ongoing fiduciary financial advice and investment management, with project-based and hourly engagements also available. Planning can address retirement, college savings, tax strategies, business cash flow and succession, equity compensation, and turning savings into retirement income. The process starts with a discovery meeting, followed by gathering financial information and setting goals, then presenting recommendations tailored to clients' values and objectives. Meetings are virtual. The firm describes its service as fee-only and says it has no asset management minimum or commissions.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Fiduciary advice
Ongoing fiduciary financial advice is available.
Flexible engagements
Clients can work on an ongoing, project, or hourly basis.
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