"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.

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Who We Are

How we can 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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What We Do

Welcome, New Team members!

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We’re excited to announce two new team members: Chris Duke, CFP®, and Alison Lee. Both of them joined us in November—Chris as a senior wealth advisor and Alison as a client service associate—and they’re already doing great work in providing financial solutions for clients’ lives. Feel free to stop by and say hello—they’re eager to meet you.

Finding a Financial Advisor

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