About Bill Massarweh

How I Got Here

I am an independent Investment advisor.  For over 20 years I have been helping a set of select clients with their total wealth management needs.  Legal, financial, and estate planning.


I immigrated to the US in 1957 at age 7. Along with my parents and siblings we numbered a family of 9.  We  settled in Louisville, Kentucky where my father worked as a union plumber at the University of Louisville during the day, and then put on a suit and tie after dinner to sell material for shirts and suits door to door to supplement his plumber's pay of $50.00 a week.  


I have never forgotten the efforts my parents made to make a new life for us in America.


The family moved to San Francisco in 1961. Here, I began working hard to advance my own success by excelling in school at the prestigious Lowell High School, and the University of California at Berkeley.  Meanwhile, my father and older brother became entrepreneurs as early entrants into the budding Napa California wine scene of the early 1970's.


After going into the family's retail fine wine business, and then later marriage, I returned to school at age 40 to fulfill a desire to practice law. After passing  the California State Bar exam  I opened my Estate Planning law practice in Walnut Creek, CA. Here I quickly realized that effective  Estate Planning required knowledge of all the sub disciplines that comprise a person's estate;  namely, investments, real estate, taxes, retirement, insurance, inheritance, pre-marital and post-marital agreements, charitable giving and much more.  


TCP Wealth Management stands for the motto; 
Total Contingency Planning.

For Answers to problems check out the Blog page.

To learn more about Bill Massarweh click on the  FINRA BROKER CHECK link below 


FINRA Broker Check

Disclosures

Securities and advisory services offered through FSC Securities Corporation (FSC), Member FINRA/SIPC.  Additional advisory services offered through Southland Equity Partners, LLC.   FSC is separateley owned and other entities and/or marketing names, products or services referenced here are independent of FSC.  FSC does not provide legal, tax, or realty services.  FINRA or SIPC

Representative may not be registered to provide securities and advisory services in all states.     

The information contained in this site is for general tax guidance.  The application and impact of tax laws can vary widely based on the specific facts involved.  As such this site should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.  Before making any decision or taking any action, you should consult with a qualified professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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TCP Wealth Management

3100 Oak Rd, Suite 250, Walnut Creek, CA 94597

866.937.9866 x15