Atherton Wealth Advisors
At Atherton Wealth Advisors, we are passionate about wealth management and how it can help our clien Atherton Wealth Advisors, Inc.
is a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire. We know that wealth can come in many ways – through hard work, life changes and good fortune, but it can also bring uncertainty and questions. In today’s changing environment, making sou
The Fourth Quarter Outlook discusses potential implications from the Fed’s new interest rate cycle. A weakening labor market should bring more cuts, but is the Fed too late? The report also discusses what this means for both stocks and bonds. Click here to read more:
On Friday, we’ll receive the personal income and spending report, following last week’s rate cut. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses key perspectives this report provides into the direction of consumer spending and inflation.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.
Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.
is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.
Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-sept24
Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.
What You Need to Know About Social Security Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The is expected to pivot from raising to cutting rates this week. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses what he expects the to do and how it will update its Dot Plot.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.
New Retirement Contribution Limits for 2024 A look at the new, record-high retirement contribution limits from the IRS.
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?
How much do you know about stocks?
How Stocks Work Understanding how a stock works is key to understanding your investments.
Read the latest issue of Retire Wise here: https://bit.ly/retirewise2-sept24
It is almost assured that the will cut interest rates at their next meeting later this month. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains how the upcoming CPI report may help determine to what extent the Fed cuts rates.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
a car? Consider gap to protect against losses that may not be covered by your current policy.
Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
This Monthly Recap summarizes market performance, major events and news from August 2024. Read more here:
August 2024 Recap The S&P 500 ended a roller-coaster month with a 2.43% gain, almost entirely recouping an 8.5% July 16 through August 5 pullback. The large cap benchmark index closed August just 0.33% below its most recent all-time high, posting its fourth straight monthly gain, its longest stretch of gains since Ma...
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
While equity markets have had a great year so far, volatility is beginning to pick up. Join CIO Gene Goldman, CFA, on this week’s episode of as he lays out three reasons volatility could increase, including Friday’s potentially strong Payroll report.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
A few strategies that may help you maximize your Social Security income.
Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
Approaching the 60th U.S. presidential election, cuts through the fog of polarization to offer independent market and economic research. The team's latest commentary discusses expectations during this election and the next administration. Read more:
Trump vs. Harris: Navigating the 2024 Presidential Election The latest themed commentary from Cetera Investment Management cuts through the fog of partisanship to focus on what matters as investors navigate the 2024 presidential election. The team provides analysis of key economic policy items for the next administration, reviews past election cycles for ins...
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The is shifting from raising rates to cutting them. Join CIO Gene Goldman, CFA, on this week’s episode of as he explains how this week’s key inflation report should help the decide how much they’ll cut.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Do your kids have the right stuff for college?
Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Did you know you can use more than one type of pension plan as you save for retirement? This can help you capture the benefits of each one.
401(k) vs. IRA: What You Should Know Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
The ’s next moves are in focus. Join CIO Gene Goldman, CFA, on this week’s episode of as he discusses what we can expect to learn from the Fed’s meeting minutes and Chair Powell’s upcoming Jackson Hole speech, and the potential impact on future rate decisions.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.
Read the August issue of Financial Watch here: https://bit.ly/financialwatch-aug24
All those years of work can add up to a small fortune. What's your strategy for your money?
Lifetime of Earnings Estimate how much you have the potential to earn during your working years.
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Our Story
Atherton Wealth Advisors, Inc. is a full service, comprehensive wealth management firm with over 35 years of combined industry experience. Our approach is straight forward with a focus on becoming your partner in building the future you desire. We know that wealth can come in many ways – through hard work, life changes and good fortune, but it can also bring uncertainty and questions. In today’s changing environment, making sound financial decisions, with your ideal future in mind, is time-consuming and requires specialized skill and knowledge - the kind that is learned through experience. We offer you an attentive, thoughtful approach to wealth management that is personalized based on your vision. We provide our experience to help educate you about all of the
areas of your financial picture, including:
• Fee Based Money Management
• Financial Planning
• Investment & Wealth Management
• Retirement Income Strategies
• Income Tax Planning
• College Funding Strategies
• Estate & Multi-Generational Planning
• Life & Long Term Care Insurance
• Custom Educational Seminars
• 401K, 403B, IRAs, Stocks, Bonds, Mutual Funds, Annuities & 529 Plans
…Thus empowering you to make informed decisions that will move you toward your goals for the future.
We are committed to helping your pursue your financial goals. Your questions and concerns are important to us, so please do not hesitate to call. We appreciate your business and will continue to do everything possible to merit the confidence you’ve placed in us.
This is your vision, your wealth, your life – we guide, you decide.
“Securities and advisory services offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.”
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Contact the business
Address
5854 Lonetree Boulevard
Rocklin, CA
95765
Opening Hours
Monday | 9am - 5:30pm |
Tuesday | 9am - 5:30pm |
Wednesday | 9am - 5:30pm |
Thursday | 9am - 5:30pm |
Friday | 9am - 5:30pm |
2204 Plaza Drive, Ste 100
Rocklin, 95765
Lighting Your Way Toward Financial Security www.LighthouseFinancialTax.com
2351 Sunset Boulevard Suite 170/260
Rocklin, 95765
Johnson & Associates Tax Services specializes in tax planning and tax preparation for the high incom
4308 Live Oak Lane
Rocklin, 95765
✔ We always put our clients’ interests first ✔ We believe working as a team is the best way to