The Greek philosopher Heraclitus was right when he said, “The only constant in life is change.” Life is a progression of transitions. Perhaps there is nowhere that sentiment is more evident than Silicon Valley where technology seems to move at breakneck speed. If our daily lives are constantly shifting and adapting, shouldn’t our wealth management strategy do the same? From your career to your family and personal goals, the ways you respond and adjust to life’s changes can either create opportunities or impose barriers.

At Silicon Valley Wealth Advisors, our Dragonfly planning process allows us to embrace change and know that your wealth management strategy must be responsive and dynamic. The Dragonfly embodies flexibility, adaptability, victory, and metamorphosis. Changes in life, whether economic or personal, are an opportunity for development and improvement. The Dragonfly process and mindset coupled with our commitment to developing personal relationships with our clients is the hallmark of our culture.

It is our mission to help you develop a stable financial framework for every stage of your life. Partner with Silicon Valley Wealth Advisors and let us help you realize your full financial potential.

Our financial planning software, Dragonfly, is named after the insect totem that represents wisdom and change. The dragonfly is characterized by amazing flight patterns as it appears to be able to change direction swiftly, gliding through the air with no apparent effort. Its lightness inspires those who have the dragonfly as totem to use their ability to be flexible and highly adaptable in any situation, just like our financial planning process.

Financial Planning

Personal financial planning is about much more than money. Creating a responsive financial plan that is diligently monitored, adjusted, and maintained as your life changes has the power to significantly alter your trajectory. Discipline and commitment to your financial plan can mean the difference between getting by and thriving.

We provide objective advice, education, and oversight so you can rest assured that you’ve done what you can to make sound financial decisions. More importantly, we help you define what matters most to you, then we help you adapt to the inevitable circumstances of life’s progress.

Our strategies cover every aspect of your financial life including:

Investment Management

Your investments are an essential part of your wealth management strategy. While they are a vehicle for potential growth, they are also complex and time consuming without the right partner to help you manage them. Our deeply individual portfolio management programs are designed to help you achieve what is most important to you from funding college tuition to leaving a lasting legacy for your family. No two people have the exact same risk tolerance or objectives, so communication is vital to the development of the right strategy for you.

What kind of an impact would you like to have? Your investments can be aligned with your personal values to make a difference. For many investors, the process of allocating assets is about much more than growing capital; it’s an opportunity to make the world a better place.

Our Process

• Current holdings review
• Risk-reward analysis
• Custom-built strategic allocation model using our Dragonfly financial planning software
  • Our personalized portfolios are built with the Three E foundation to ensure they are:
    • Effective
    • Efficient
    • Economical 
• Concentrated equity positions management
• Investment strategy review
  • Investment management committee oversight of investment models and security selection
  • Investment types: mutual funds, ETFs, stocks, private equity, IPOs, limited partnerships

Business Retirement Plans

Retirement plans are complex and ever-evolving. You have a successful business to run, you don’t have the time to become an expert on retirement planning. Partnering with a professional manager like Silicon Valley Wealth Advisors to assist with designing a retirement plan for employees can ease that struggle. Our first step is a complimentary assessment of your current plan and recommendations to help strengthen it, and in turn, your business.

From technology to insurance, sales to software, and architecture to engineering, each business has a unique set of needs and challenges. There is no “one size fits all” program, and you have many options including traditional 401(k) plans. We collaborate with you to design, manage, and implement retirement plans that meet the needs of your staff. Our retirement plan options are designed to be high quality and low cost, putting you in a better position to attract the talent you want.

As a Registered Investment Advisory firm (RIA), Silicon Valley Wealth Advisors receives no commissions and sells no third-party products. This means we put your interests first and are accountable to you and your employees alone. We design retirement plans that are free from the constraints of proprietary products.

We do well when you do well. Typically we are paid as a percentage of assets under management.