Who We Are – All About Bunker Wealth Management
Bunker Wealth Management serves a wide range of clients in the Silicon Valley, throughout the San Francisco Bay Area and beyond. Our professional financial advisor team and investment specialists help individuals as well as families manage their investments and make educated financial decisions that increase wealth and protect it going forward. We value our relationships with our clients and rely on honest feedback to continuously improve the service and guidance we provide each and every client we work with. Through extensive dialogue and working together over time, we strive to understand not just your financial goals, but the things you value in the companies you invest in and the way you choose to leverage your assets in the world, and in your life. While serving thousands of customers across a wide spectrum of businesses, the leadership of Bunker Wealth have a strong track record of client service satisfaction driven by a relentless dedication to our mutual success. We also rely on our extensive, ever-expanding network of industry-leading specialists, tools, and resources – and we put them all to work for you.
The Bunker Wealth Investment Philosophy
Be Effective with Our Choices
Our personalized investment portfolios, based on your goals, values, objectives, and time frame, are designed to produce your specific desired outcome. The difference between effectiveness and efficiency can be summed up very easily: Being effective is about doing the right things, while being efficient is about doing things right. At Bunker Wealth, we value both effectiveness and efficiency as a pathway to help our clients reach their goals quickly and with as few detours as possible along the way.
Be Economical with Your Portfolio
We strive to be both prudent and thrifty in the investment selections we make for our clients, demonstrating good value while avoiding unnecessary expenses and fees, all of which can harm your portfolio performance over time and slow you on your journey towards success.
Be Efficient with Your Funds
Our strategic selection of investments is designed to provide the lowest level of risk possible for a given level of expected return – which we determine with each client as we get to know you and your risk/reward tolerance level. Effective means “producing a result that is wanted.” Efficient means “capable of producing desired results without wasting materials, time, or energy.”
Our Client Commitment
Bunker Wealth is committed to investing our client’s money into long term low-risk investments. Our responsibility lies not only in our client’s money, but our own money as well. Your success is our success. We put our money where our mouth is. If we invest in any stock, real estate, business, or start-up it’s our money that is on the line. We are committed to following trends, seeking multiple sources of creditable information for executing trades or business deals. We are committed to ethics and mutually beneficial business relationship building.
Our passion is not only about making money, but don’t get me wrong we are passionate about it. If life was always about making money it would take the fun right out of it. It’s our passion to help people start and scale their small businesses to better support their community around them. We invest in environmentally safe businesses that support diversity.
Our experience has shown us that there is no get rich quick scheme out there that works. We have seen every business walk through our doors at the Silicon Valley Business Center and we can tell you which ones survive and which ones thrive. Real Estate development and property management business models for residential and commercial property investments is our primary experience.