Financial Planning

Financial planning is the process of identifying financial needs and desires, establishing financial goals, and creating clear pathways to financial success. Financial planning is both a personal and professional endeavor and we seek to develop long-term relationships with clients as they move through life’s evolving stages.

Comprehensive Financial Services

  • Cash Flow & Budgeting
  • Saving & Investing
  • Retirement Planning
  • Insurance Analysis
  • Education Planning
  • Employee Benefits
  • Real Estate
  • Tax Planning
  • Estate Planning
  • Charitable Giving

Investment Management

Gemmer Asset ManagementFruition Advisors is partnered with Gemmer Asset Management LLC to provide personalized investment management solutions to clients. Gemmer’s investment philosophy is grounded in a risk-managed, asset allocation approach based on the principles of Modern Portfolio Theory, a Nobel Prize-winning concept.

For clients who are looking to align their investment choices with their personal values, Socially Responsible Investment (SRI) portfolios are available.

Gemmer’s Areas of Distinction

Strong Track Record
Proprietary, disciplined investment management process

35+ years experience in mutual funds, stocks, bonds, real estate and venture capital

Located in Walnut Creek, CA


Assets Under Management
Up to $1,000,000
Next $1,000,000
Above $2,000,000

Total Annual Fee

Our investment minimum is $500,000.
Fruition Advisors does not provide financial advice on an hourly basis.