Fee-Only Financial Advisors and Portfolio Management in Los Altos, CA

Bedrock Capital Management has the resources, experience and integrity to manage the wealth of its clients based on their unique financial situation and objectives. The firm’s commitment to the development and standards of its professional team have distinguished it as a leading investment advisor and asset manager to high net worth families and individuals for more than 20 years by doing asset management in the San Francisco Bay Area.

Our systematic investment strategy has successfully managed client assets through many market cycles. For those who want to be smart about investing but don’t have the time or training to do it well, Bedrock Capital Management is the solution.

The Bedrock organization includes five CERTIFIED FINANCIAL PLANNER™ practitioners, two who are also CFA Charter Holders, another that is also a CIMA® designee and we also have one that is an Enrolled Agent. Each has completed the examination, experience, ethics commitment and education required to provide sound, professional financial planning and investment advice.

Hot Topics

April, 2012
Client Update:
• Bedrock Update
• Current Economic Situation
Click Here

February, 2012
Bedrock Newsletter – My Company Made Me Rich! Now What?

February 2012 Newsletter

January, 2012
2012 Key Financial Data

Click Here

November, 2011
Does Roth Conversion Make Sense?

Click Here

October, 2011
Optimizing Social Security Benefits

Hear the presentation

October, 2011
Hard To Make A Case For Annuities

Read Joel's Analysis Here

August, 2011
Bedrock Newsletter – College Funding

August 2011 Newsletter

August, 2011
Bedrock's Take on the Markets

Joel Shaps and Eric Lewis share their current take on the markets - latest installment August 5, 2011: Read More

June, 2011
Bedrock Newsletter – Investing Cash and International Investing

June 2011 Newsletter

April, 2011
Bedrock Newsletter – Generation X and Millennial Edition

April 2011 Newsletter

March, 2011
Bedrock Newsletter – Baby Boomer Edition

March 2011 Newsletter