What we do

Four rooms. One family.

Investments, insurance, real estate, and tax — offered through separate licensed entities, coordinated by the same two people.

Advisory

Investments

A planning approach to the nest egg — growth, income, and tax-aware structure across IRAs, 401(k)s, and after-tax accounts.

Filippini Investment Advisory

Protection

Life, annuities, and long-term care used as tools — never as a product to sell into a gap that does not exist.

Licensed California insurance

Property

Residential and commercial, local and national — with tax-based structure at the center, not an afterthought.

Filippini Wealth Management, Inc.

What you keep

Capital gains, income, gift, and estate taxes. It takes a lifetime to accumulate wealth. We help protect it.

CTEC registered tax preparation