"Financial Solutions for Your Life"

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How We Help

 
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- Identifying and setting goals
- Proactively managing your investments
- Taking advantage of new opportunities for wealth creation
- Developing strategies to help you reduce taxes
- Making financial decisions after a divorce, death, job change or other life transition

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Choose the Right Service Platform for You

Happy Family

- Asset Builder: If you are in the early stages of building substantial wealth

- Wealth Classic: If you are a successful individual or family looking for opportunities to maximize your assets

- Wealth Premier: If you want to integrate investment management with financial planning

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About Silicon Valley Wealth Advisors

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We are an independent, fee-only wealth management and personal financial planning firm with offices in Palo Alto and Campbell, California, and serving clients throughout Silicon Valley. Our experienced professionals deliver customized financial and investment advice that helps you maximize opportunities and build your wealth.

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