About Us


About Silicon Valley Wealth Advisors

Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm. With convenient locations in Palo Alto and San Jose, California, we serve clients throughout all of Silicon Valley.  Our professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make sound financial decisions. Based on your needs, our team skillfully builds and manages comprehensive financial solutions for your life.

We offer comprehensive portfolio management and strategic oversight in order to reach your long-term investment objectives.  We also offer comprehensive personal financial planning, retirement planning and wealth management services. As financial advisors, we build relationships that go beyond traditional financial planning models, which results in a more valuable financial life planning approach for you. We have a strong track record because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools, and resources, so that we can best prepare you for a fulfilling financial future.

Our Promise to You

As a registered Investment Advisor, we are committed to acting as your fiduciary. As a fee-only financial advisor, we are independent and unbiased, providing the best advice possible without influence from outside interests. We receive no commission compensation and sell no proprietary products.

RIA