The Silicon Valley Wealth Advisors Story
In 1991, the Weil Capital Management firm was born out of a mission to do things differently. From the very beginning, we set out to provide a better experience for clients as an alternative to the traditional stock broker/client relationship. Over the years our name may have changed but our purpose and mission has remained the same. As a fee-only financial planning firm, we have been serving clients throughout northern California for more than 25 years. Our professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make educated financial decisions.
We value our relationships with our clients and rely on honest feedback to continuously improve our firm’s operations. We hold two to three meetings a year with our client advisory board, comprised of four or five clients from varying demographics with differing needs. During these meetings clients discuss strategic initiatives, provide insight into how our team can do a better job of communicating with clients, and getting general input about the service we provide. We rotate the members of the client advisory board every 12-18 months.
We have a strong track record of client service satisfaction 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 and we put them to work for you.
We Know Silicon Valley Like No One Else
There is nowhere else in the world like Silicon Valley. We are sitting in the backyard of some of today’s most famous household names like Facebook, Google, NetFlix, Yahoo, LinkedIn, Apple, and more. Notably, each of these large headquarters has one thing in common: they’re all technology companies who have pushed the limits and disrupted the traditional way of thinking. We challenge you to take that same perspective and apply it to your wealth. Get in touch with our team today and see what dynamic financial planning can make possible for you.