South Placer Wealth Management Group

experience the caliber of financial management your success warrants. as a wealth management firm, we believe our clients deserve nothing less than a level of service that defines excellence. from cutting-edge investment technology to professional, personalized attention, our standard is to exceed the norm in everything we do. our mission is to become our clients' financial advisors for life, building genuine, lasting partnerships rooted in mutual trust and shared goals. we pro-actively serve a select number of families with multi-generational tax efficient wealth planning by offering rigorous, relentless discipline, with the goal of delivering a higher level of predictability. securities offered through questar capital corporation (qcc) member finra/sipc advisory services offered through questar asset management (qam) a registered investment advisor. south placer wealth management is independent of qcc and qam.