Tozer Wealth Management
Wealth with Purpose. A Legacy That Lasts.
Tozer Wealth Management provides holistic guidance to build, preserve, and transfer wealth, serving individuals, families, business owners, and educators in the San Jose area.
About
Tozer Wealth Management is an independent business model ensuring they have the autonomy and discretion to put clients at the center of all recommendations. Their planning process addresses every aspect of wealth, integrating every element into one cohesive plan so financial decisions support immediate needs and long-term objectives.
They are committed to helping families create lasting legacies through a multi-generational approach that ensures wealth serves not only current needs but also those of future generations.
Services
Individual and Family Financial Planning
Personalized financial planning designed to help individuals and families build, preserve, and transfer their wealth.
Business Owner Services
Financial guidance designed to support business growth, sustainability, and long-term success for business owners.
Pre-Retiree and Retiree Planning
Tax-smart retirement planning that supports financial security and desired lifestyle for pre-retirees and retirees.
Educator and Administrator Services
Help educators and administrators take full advantage of benefits while creating a long-term plan that supports their goals.
Investment Management
Comprehensive investment approach considering tax strategies, estate planning, and asset management.
Estate Planning
Estate plans, trusts, and philanthropy planning to preserve and transfer wealth across generations.
