Smart data.
Smarter People.

We are an experienced and innovative firm, providing balance to financial ecosystems. We turn complexity into confidence.

The office of Amit Munshi is an experienced innovative firm, providing balance to your financial ecosystem. Our team’s ancestry has been intertwined with financial integrity for centuries across the globe. Our names are synonymous with finance, transcending multiple cultures to serve the best interest of the people.

The roots of our practice originate in 1976. We have been proudly serving residents of the Bay Area community for 40+ years, and therefore have a vested interest in seeing our clients and our community, many of whom are friends and family, succeed.

Our team has been helping individuals, families, and business owners, often for multiple generations, protect and manage their wealth through incorporation of comprehensive planning strategies.

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. It's important to make sure you have financial professionals by your side; a team who can help evaluate your needs, assess the current economic landscape, and recommend plans of action that will help protect your family's wealth, lifestyle, and dreams for the future.

Individual & Family
Services

 

We provide individuals and families with innovative, cutting edge solutions to help grow, protect, and conserve wealth through all stages of life. Whether you’ve done a lot of financial planning, or none at all, we will meet you where you’re at to bring clarity to where you’re going, and how to get there.

 

Business Planning
Services

 

Our team offers a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Our team creates and executes customized plans to help entrepreneurs meet their objectives.

 

Advanced Planning
Services*

 

To best serve the needs of our clients, we utilize a premier planning team of 20+ professionals. They have over 300 years of practical experience as lawyers, accountants, and financial service providers. Across the nation, we can bring value and insight to estate, business, charitable, retirement distribution, and sophisticated life insurance planning.

*Not available for all cases.