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Climb Every
Mountain

Our Services

We are Paluck Capital Management, an independent financial firm located in Northern California serving clients from coast to coast. We have more than 45 years of combined experience creating personalized retirement strategies for individuals, families, and businesses. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer the highest quality education on the choices available to you. We focus on building you the right strategy by defining your investment objectives while being conscious of your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

We look forward to helping you and your loved ones explore their financial goals.

We're here for you!

With over 45 years combined industry experience our goal at Paluck Capital Management is to assist individuals, families, and businesses with building, managing, protecting, and transferring wealth.

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
Learn More

More information you can use

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