WEALTH STRATEGIES COLLABORATIVE

 

Our Menlo Park Office, located at 

3215 The Alameda, Menlo Park

 

 

Our San Bruno Office, located at

1001 Bayhill Drive, Suite 200

 

Contact Information

Thank you for visiting this website. Please feel free to contact my office at 650.475.7995 for more information.

 

MAILING ADDRESS 

P.O. Box 623, San Bruno, CA 94066.

 

OFFICE LOCATIONS

I maintain two office locations in San Mateo County - one towards the north and one towards the south part of the county.  Because I divide my time between the two offices, office hours are by appointment only.

    Menlo Park

3215 Alameda de las Pulgas

    San Bruno
1001 Bayhill Drive, Suite 200

 

MAPS & DIRECTIONS

My south office is located on Alameda de las Pulgas in Menlo Park, California, two blocks north of Valparaiso Avenue. Click here for a map or specific driving directions from your location.

My north office in San Bruno on Bayhill Drive, conveniently located off highway 380 between 101 and 280.  Click here for a map or specific driving directions from your location.

 

GETTING STARTED - PERSONAL INFORMATION FORM

If you are ready to get started, download the appropriate Client Questionnaire and begin to gather the requested information. Kindly contact me to schedule our initial consultation.  You are respectfully requested to return the completed form to me in advance of our first meeting. 

       Client Questionnaire for Individual
       Client Questionnaire for Couple

The Personal Information Form is a PDF, for which you will need the Adobe Reader. The Adobe Reader can be downloaded for free by clicking the button below.

 

 

 

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TELEPHONE:

650.475.7995

 

FACSIMILE:

866.428.6272

 

MAIL:

P.O. BOX 623, SAN BRUNO, CA 94066

OFFICE LOCATIONS:

3215 ALAMEDA DE LAS PULGAS, MENLO PARK

1001 BAY HILL DRIVE, SUITE 200, SAN BRUNO

 

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2008 Lori Adasiewicz.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.