Ten Tips for Creating an Effective Estate Plan

Welcome to Acord & Fong Wealth Strategies


Our mission is to provide our clients with the opportunity to retire on their own terms. 

Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs.  

Our process-structured practice, allows us to focus on our client’s needs and make complex situations simple to understand. It also affords us the ability to leverage each team member’s talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty and exceptional customer service. We believe that long-term relationships are more important than short-term gains.


In summary, our clients hire us to do three things:

  • To offer creative design ideas to help grow, protect and transfer wealth.
  • To coordinate and collaborate with your existing advisors.
  • To act as a catalyst to put your planning in the best possible order.

The result of our planning process will be:

  • Enhanced clarity as to what you want to do with your life and your wealth.
  • Increased leverage knowing that the most advanced concepts and tools have been utilized.
  • Sense of security knowing you have done everything in your power to position your family for the future.


Want the opportunity to retire on your own terms? Then, take advantage of our complimentary initial consultation by contacting us today.