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Dempsey & Associates
Our Services
Dempsey & Associates
is a family-owned firm located in Los Altos, CA that works with clients to simplify their complex financial situations. Working with high net worth individuals, business owners, pre-retirees and retirees to implement financial plans customized to accomplish their personal financial objectives. These services include all areas of financial management including: Investment Planning, Tax Management, Retirement Planning, Education Funding, Risk Management, Estate Planning and Preservation, Cash Management and Charitable Giving.
Dempsey & Associates
provides a personalized investment review, followed by specific recommendations and implementation strategies.
This process creates a personal comprehensive financial plan focused on achieving the clients' stated objectives.bottom of page