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AVAILABLE WEALTH SERVICES

Don't see a service? Let us know, as more services are coming soon!

TAX PREPARATION

We provide accurate and efficient tax preparation for individuals and businesses, ensuring compliance with the latest tax laws while maximizing deductions and credits. Our goal is to simplify the process, minimize tax liabilities, and help you achieve financial peace of mind.

TRUST CREATION

Secure your legacy with our expert trust creation services. We guide you through the process of establishing a trust that protects your assets, provides for your loved ones, and ensures your wishes are honored with clarity and confidence.

NOTARIAL SERVICES

We offer reliable and professional notary services to authenticate legal documents, contracts, affidavits, and more. Whether you need a signature witnessed or a document notarized, we ensure a seamless and hassle-free experience.

Complete the Contact Us form or call us and a member of the team be in touch.

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Mailbox Services

We provide you a real street address and can accept deliveries from all carriers. If you are a business owner, having a professional image for your business is key.

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RESIDENTIAL MAILBOX

$30/mo or $300/yr

A Residential Mailbox Service provides a secure and private location for receiving personal mail and packages. Ideal for individuals, frequent travelers, and remote workers, this service ensures your mail is safe, accessible, and never left unattended. Enjoy the convenience of a dedicated mailing address with secure storage, and easy pickup at your convenience, during business hours.

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BUSINESS MAILBOX

$55/mo or $584/yr

A Business Mailbox Service offers a professional street address for your company, enhancing credibility while keeping your home address private. Designed for entrepreneurs, small businesses, and remote teams, this service provides secure mail handling, package reception, and forwarding options. Whether you need a local presence or a reliable mail solution, a business mailbox ensures your correspondence is professionally managed.

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VIRTUAL MAILBOX

$60/mo or $600/yr

A Virtual Mailbox Service provides you with a real street address to receive mail and packages. Your mail is securely stored, and managed. Ideal for businesses, travelers, and remote professionals, it offers a convenient and secure way to manage physical mail without being tied to a physical location.

$25 Key Deposit

$25 Lost Key Fee

No PIF refunds after 30 days

No retention of mail after service cancellation

Mail Forwarding Service available at an additional cost

Mail Forwarding NOT available for Residential Mail Service

MEMBERSHIP OPTIONS

Monthly Workspace Membership

$250/mo

  • 24 hours of cubicle rental time

  • Time can/cannot roll over

  • Cannot guarantee specific cubicle availability

Monthly Workspace Membership

$500/mo

  • 56 hours of cubicle rental time

  • Time can/cannot roll over

  • Cannot guarantee specific cubicle availability

A LA Carte Cubicle Workspace

  • $15/hour

  • $50 for 4 hours

  • $100 for 8 hours

Multi-Purpose Room Rental

Includes projector, screen and speakers.

Seats 40

  • $75/hour - 2 hour minimum

  • $500/day

1833 March Lane

Stockton, CA 95207

916-520-3733 | [email protected]

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