Bay Area Finacial Planning
Bay Area Investment Planning


Contact Us

Email: info@walesinvestments.com
Telephone: (408) 944-9176 or (408) 944-9177
Fax: (408) 944-9175

Mailing Address
2055 Junction Ave.
Suite 100
San Jose, CA 95131

San Jose Office
2055 Junction Ave.
Suite 100
San Jose, CA 95131

Note: Our building is #2055, the second one back from the street.  Our office is in the corner nearest to building 2051.

San Francisco Office
One Embarcadero Center, 5th floor
San Francisco, CA 94111-3600

Disclosure: This site is only intended for clients and interested investors residing in states and countries in which Wales Investments is qualified to conduct investment advisory services. Wales Investments is a SEC-registered investment adviser located in San Jose, California. For non-clients of the firm, Wales Investments' website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact Wales Investments at 408-944-9176 to find out if we may conduct advisory business in the state or country where you reside.

Map for San Jose Office