Wealth and Investment Management for Your Life, Business, and Legacy
At Kang, Dime, Tran, Osborne Group of Wells Fargo Advisors, we bring together investment experience, business backgrounds, and a shared dedication to guiding clients through complex wealth decisions. Our focus is on integrated wealth planning and custom portfolio management—helping to ensure every strategy is built around your unique goals, circumstances, and opportunities. With roots in both Silicon Valley and business ownership, we understand the realities of concentrated equity, liquidity events, and entrepreneurial challenges—because we’ve lived them. That real-world perspective allows us to relate to clients not just as advisors, but as partners and peers.
Direct Access to Your Advisor When You Need It
Built on collaboration, diversity, and shared values, we deliver proactive guidance, market insight, and access to the specialized resources you need to manage your wealth.
We combine research and experience to anticipate what’s next, giving you clarity and confidence in your investment strategy.
Who We Serve
Individuals & Families
Multigenerational wealth management to help you grow, preserve, and transfer wealth across generations. Through personalized planning, investment strategies, and tax mitigation techniques, we work to implement an integrated plan to help ensure your long-term financial success.
Business Owners
Specialized services to help business owners with concentrated stock portfolios, risk management, ownership transition strategies and legacy alignment. We work to help ensure your business continues to make an impact for generations to come.