Broker Check

Louis Batmale is the only advisor to receive the Forbes Best-In-State Wealth Advisor award (2021-2024). The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.




                                                                             

                                                                         

                                                                             


"An investment in knowledge pays the best interest." Benjamin Franklin

Meet Our Team Of Professionals

Louis F. Batmale

Louis Batmale AIF®

Financial Advisor, Principal and Owner

415-892-7766

415-898-6072

George A. Craig

George A. Craig

Financial Advisor

415-892-7766

415-898-6072

Lauren A. Patterson

Lauren A. Patterson CFP®, AIF®

LPL Registered Administrative Associate

415-892-7766

415-898-6072

Debbie  A. Sciutti

Debbie A. Sciutti

Customer Service Representative

415-892-7766

415-898-6072

Heidi M. Ingram

Heidi M. Ingram

Administrative Assistant

415-892-7766

415-898-6072

Strategize

Strategize

Our approach to comprehensive wealth management is a fundamental belief that we must first understand the “complete picture” before we earn the right to offer you our financial and investment advice and that we aim to understand the importance of our clients dedication to family and community and the commitment to their financial future.