Data-Driven Investment Strategies for Forward-Thinking People
Your Path to Financial Independence Starts Here
A Fee-Only Fiduciary Who Puts Your Financial Needs First
Nine Gems Investment Management is a fee-only fiduciary firm located in San Jose, California, that helps busy professionals navigate the complexities of planning and implementing a comprehensive wealth management strategy.
By taking the time to understand your financial goals, our team blends our passion for data analysis with our drive to help our clients to develop customized solutions that nurture long-term growth and independence.
How Are We Different?
A Dedicated Team of Fiduciaries
We are legally and ethically responsible for alway putting our clients needs first.
Fee-Only Investment Advisors
Our fee structure is determined by the size of our clients' portfolios so there are never any surprises or up-sells.
Comprehensive Wealth Management
Our holistic approach to managing wealth allows us to help you plan for life's expected and unexpected events.
Customized Financial Plans
We customize each and every financial plan we create to address the unique needs of our clients.
Solutions for Long-Term Wealth
Whether you are taking your first step to secure your financial future, or you need to re-evaluate your current investment strategies, Nine Gems Investment Management provides a range of solutions that help build and manage long-term wealth.
Investment Management
Data-driven investments can help grow and preserve your assets. At Nine Gems Investment Management, we provide objective advice tailored to meet your unique financial goals.
Financial Planning
Wealth management begins with financial planning. A sound financial plan sets goals and time frames that are critical for you to achieve economic freedom.