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Our Approach

Take a look at our Our Approach page. Northgate Advisors is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.

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Offering an advisor relationship built on personal trust and integrity, Northgate Advisors serves as a Registered Investment Advisor providing fee-only investment management support to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits - anyone with a desire to pursue long-term financial objectives. 

We have created a place where the processes are understandable, where investing and wealth strategy just feel right. 

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Strategies

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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Retirement Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool.

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Estate Planning

For many, the phrase “Estate Planning” sounds as though it is something only the ultra-wealthy need to do. In truth, every family, no matter their net-worth, could benefit from an estate plan.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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