Our Services

 

Dempsey & Associates is a family-owned firm located in Los Altos, CA that works with clients to simplify their complex financial situations.  Working with high net worth individuals, business owners, pre-retirees and retirees to implement financial plans customized to accomplish their personal financial objectives.  These services include all areas of financial management including:  Investment Planning, Tax Management, Retirement Planning, Education Funding, Risk Management, Estate Planning and Preservation, Cash Management and Charitable Giving.

 

Dempsey & Associates provides a personalized investment review, followed by specific recommendations and implementation strategies.  This process creates a personal comprehensive financial plan focused on achieving the clients' stated objectives.