"Financial Solutions for Your Life"
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Silicon Valley Wealth Advisors
We are an independent, fee-only wealth management and personal financial planning firm with offices in Palo Alto and San Jose, 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.
Who We Are
How we can help
- 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
What We Do
Working with you
Our firm creates investment portfolios and financial plans with you at the center. We’re more than just an advisor. We’re your partner, helping you develop a complete understanding of your financial situation so that we can make recommendations that will help you maximize your wealth and achieve your goals.
Finding a Financial Advisor
