SEC CRD #801-136043
Wealth Management Retirement Income College Savings Estate Planning (510) 252-0135 impactteam@onetws.com Schedule a Meeting GUIDING CLIENTS TOWARDS MAXIMIZING THEIR GOALS Capital Growth │Preservation | Passive Income Tax Planning │Legacy Planning Contact Us Are you Confident about your Choices? Will you have enough money to support your lifestyle? Learn More Are you Ready to Create a Positive Financial Future? Contact Us Our Mission is Simple: To Educate, Empower, and Navigate every client to achieve Financial Independence. Customized Solutions built on Independence, Transparency and Accountability Empowering our Clients with Confidence. Most of our new business comes from referral from our existing clients. It speaks to our clients satisfaction. By striving to be our clients trusted advisors, we have the opportunity to serve their loved ones, families and friends as well. We would love to show you the difference our personalized client-centric process can help you work towards making your personalized goals a reality. We look forward to working with you through all stages of your life. Who We Advise Experience Matters Our Principal Advisor Imran Jaffer with his over 20 years of experience in financial planning and alternative investments, supported by an experienced team of professionals in financial services can help you address all of your financial challenges by using a Total Wealth Management approach. Each area of finance is important individually but managing them all
IMRAN JAFFER THANVI
CHIEF COMPLIANCE OFFICER
📞 (510) 252-0135
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AUM
$148M
Location
LOS ALTOS, CA
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