5870 Stoneridge Mall Road, Suite 207, Pleasanton, CA 94588
925.227.1925 / 800.992.9040 Fax: 925.463.0328.

Securities Offered Through Grant Williams, L.P. , Member FINRA/SIPC
Advisory Services Offered Through Shore Investment Management, A Registered Investment Advisor
We are licensed in California and South Carolina. If you are a legal resident of one of these states, please proceed.
We are sorry if we are unable to offer you our services at this time.