2001 Gateway Place, Suite 340 East San Jose, CA 95110 PH: (408) 452-7700 FAX: (408) 452-7470 Email: email@example.com
We are Wealth Advisors and Financial Planners to high net worth individuals, families and institutions. By Managing Wealth by Design™, we create a unique financial plan for each client, addressing their retirement, estate and investment planning needs. Legacy Wealth Advisors is pleased to announce that Michelle Graham, MBA has joined the firm as a specialist in client relations and portfolio administration. Michelle comes from the Wells Fargo Family Wealth Group and Private Bank where she focused on trust, portfolio and financial administration of high net worth clients.
RECORD MANAGEMENT SOLUTIONS Electronic Document Management • Application Services • Business Process Automation Solutions • Scanning & Conversion Services Record Retention Management & Confidential Destruction Secure Offsite Storage 1.800.957.5051 x137 www.srcpdeliverex.com
San Jose | San Francisco | Hayward | Sacramento PAGE 21 | THE BULLETIN | SEPTEMBER / OCTOBER 2010