Our Approach

Our Bay Area homeowners and investors get a complete strategy for buying, selling and owning real property.

Our buyers get a superior purchase plan with advanced financial, mortgage, insurance and estate tools. They get into contract faster than the average buyer. Our seamless process gives them countless advantages in our complex and competitive Bay Area markets.

Our sellers maximize their properties values and profits with our superior sales and marketing strategy. Our complete sales strategy has produced some of the highest sales comps in the Bay Area. We utilize cost vs. value property preparation, eloquent staging, illustrious photography/videography, 3D Matterport and powerful public relations. Our sellers benefit from our award wining design of brochures, print, website and online marketing materials.

Listing Representation   Buyer Representation

Our team's complimentary design advice and assistance with project coordination gives our clients help with a complicated process. From listing prep, flipping, renovations or a larger scale development projects, our team works to increase our clients property values while helping them to save time and money whenever possible. 

We have amassed a network of some of the areas best contractors. Our team couples this contractor network with our successful market driven design advice and our assistance with project coordination. Our team has been helping our customers and increasing their property values for the past 20 years.  

Design, Renovations & Repairs

Our team of advisors includes a Certified Financial Planner™ and Chartered Financial Analysts®. We offer complimentary consultations with our team's advisors to help you think about how your next real estate transaction will affect your future financial outlook. We help our clients model important life decisions so they can make informed smart decisions surrounding their next real estate transaction. 

Financial Planning

We have over 20 years experience helping our customers navigate the mortgage and banking markets. We work with a collection of mortgage banking professionals to give our clients every available advantage when submitting an offer on a desired property. Our clients make sound financial decisions when choosing from the many different mortgage products available.

Mortgage Banking

Our insurance expert can help you assess your auto, property, multi-unit, life and insurance needs, simplifying your life and enabling you to save with multi-line discounts. We provide our customers with an assessment of their current coverage and competitive quotes. We often increase our clients coverage while decreasing their cost. 

Insurance Planning

Our clients receive a 1/2 hour free consultation with our estate attorney. Your assets are your hard-earned accomplishments, which you have accumulated during your lifetime. These may include real estate, bank accounts, savings, retirement plans, life insurance, stocks, bonds, business interest, and personal property. Estate planning is the process of considering, and creating a plan that allows you to control your property while you are alive, provide for yourself and loved ones if you become disabled, and distribute assets efficiently and effectively to your heirs. 

Estate Planning