Wealth Management Services
The Walnut Creek financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Family Office
- Professional Athlete services
- Business consulting services
- Institutional services
- Retirement plan consulting
Located in the East Bay region of the San Francisco Bay Area, the Walnut Creek office was established in 2023 as an expansion of Ronald Blue Trust’s Orange County office, which has been providing individuals and families in California personalized services and custom solutions to meet their financial needs and goals since 1993 and operates under the leadership of managing director, Mike Haddad. Senior private wealth advisor, David Sylvester, provides local management to this office and brings over 25 years of experience from the financial services industry. Their desire is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals.
