30 Liberty Ship Way, 3rd Floor
Sausalito, CA 94965
800. 357.3863 www.ms-research.com
“Successful wealth planning
provides ‘peace of mind’ that your
assets will last your lifetime and
for future generations.”
Over the years, we have met many investors who are unaware of what it takes to achieve real wealth and how to
care for it. This can often lead to a false sense of financial security and the risk of minimal assets later in life –
when it is most needed.
At Main Street, we employ a holistic approach to wealth management and planning. This process ensures that
our clients have a real sense of financial security about their assets lasting their lifetime, and possibly beyond.
Our decades of experience, combined with our ability to work closely with each client, result in a personally
tailored plan that puts the odds in our client’s favor for long term success.
If you would like to learn more about establishing a real sense of financial security and our distinctive process of
wealth planning, give us a call. Minimum relationship $1 million.
— Tamra A. Stern, JD CFP®
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment
strategy (including the investments and/or investment strategies recommended or undertaken by Main Street) will be profitable. Di;erent types of investments involve varying
degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s portfolio. Those risks include the
risk of changes in economic and market conditions, the concentration of investments within a portfolio, and the volatility of securities. Certified Financial Board of Standards Inc.
owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U. S.