Keith S. Furuya

Empowering Bay Area founders and business owners with a boutique private wealth offering that combines expert guidance and cutting-edge technology — elevating the client experience while driving cost efficiencies.

GET in Touch

Keith S. Furuya

Empowering Bay Area founders and business owners with a boutique private wealth offering that combines expert guidance and cutting-edge technology — elevating the client experience while driving cost efficiencies.

GET in Touch
SCHEDULE CONSULTATION

Keith S. Furuya

Empowering Bay Area founders and business owners with a boutique private wealth offering that combines expert guidance and cutting-edge technology — elevating the client experience while driving cost efficiencies.

GET in Touch
SCHEDULE CONSULTATION

A digital family office that goes beyond the traditional wealth management experience

Relationships Built on Trust & Respect

We prioritize integrity and transparency to build lasting client relationships.

Expert Advisors & Intelligent Tech Solutions

Our team and data-driven platform sets a new standard, putting your money to work for you, now and into the future.

A Trusted Guide for Your Wealth

A seasoned advisor, backed by experts across diverse fields, offering comprehensive wealth solutions.

Financial Impact Beyond Numbers

We align your financial plan with your goals to deliver lasting, meaningful value.

How We Start Working Together

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.
Visionaries & founders
Wealth creators & investors
Family business owners
Owners of medical, dental, and veterinary practices
Owners of closely-held businesses

Bringing focus to your future

We create a comprehensive, coordinated strategy to align your wealth with your goals.

Common client questions

This list features some of the most common obstacles our clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to me.

How can I manage my wealth effectively after a liquidity event or IPO?

What financial strategies can help scale and exit my closely-held business?

How can I minimize taxes on my stock options and equity compensation?

How should I structure my family office and business for long-term wealth preservation?

What are the best strategies for cash flow and financial planning in my professional service firm?

How should I plan for succession in my business or family office?

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Keith Furuya

Senior Vice President, Wealth Advisor
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Qualifications & Experience

  • BS in Electrical Engineering, Santa Clara University
  • MBA, Carnegie Mellon Tepper School of Business

Ready to Talk?

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab