PCM offers a comprehensive suite of capabilities designed to meet the diverse needs of our clients. We specialize in investment management, providing tailored strategies that align with individual risk profiles and financial goals. Our team delivers personalized retirement and estate planning services, ensuring long-term security and peace of mind. Additionally, we offer wealth management solutions that encompass tax planning, asset protection, and philanthropic strategies. With a focus on market insights and economic trends, we help clients leverage current market conditions to make informed decisions. Our commitment to transparency and client education empowers individuals and businesses to navigate their financial journeys with confidence and clarity.
Sy Patel
President, CCO
Patel Capital Management Specialzes in the following services:
For any questions regarding information not listed please Contact Us
If you would like learn more information please contact us:
1999 Green Street, Ste 105
San Francisco CA 94123
Email: sy.patel@patelcapitalmgmt.com
Phone: 415-867-4301
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Contact us with any questions or inquiries you might have and we will be in touch with you soon!
Tailored investment strategies to optimize portfolio performance based on individual risk profiles and financial goals.
Comprehensive retirement strategies that ensure financial security and income sustainability throughout retirement.
Guidance on estate preservation and wealth transfer to protect assets and minimize tax liabilities.
Holistic solutions that integrate tax planning, asset protection, and philanthropic strategies for comprehensive financial health.
In-depth market research and economic trend analysis to inform investment decisions and capitalize on opportunities.
Ongoing education and personalized support to empower clients in their financial decision-making processes.
