Updated November 21, 2023
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Silicon Valley Wealth Advisors

Investment Advisor Firm
Total assets under management$329M
Years in business32+

About Silicon Valley Wealth Advisors

Silicon Valley Wealth Advisors, LLC is an independent financial advisory firm specializing in wealth management and financial planning. With offices in Half Moon Bay and Campbell, California, the company caters to affluent individuals and families seeking assistance in managing their investments and making sound financial decisions.

The firm offers a range of services designed to meet the unique needs of its clients. From comprehensive portfolio management to strategic oversight, Silicon Valley Wealth Advisors aims to help clients achieve their long-term investment objectives. Additionally, the company provides personal financial planning services, retirement planning, and tax planning solutions.

Its commitment to building lasting relationships with clients sets Silicon Valley Wealth Advisors apart from traditional financial planning models. By taking the time to thoroughly understand each client's financial life and goals, the firm can develop comprehensive financial solutions tailored specifically for them.

Silicon Valley Wealth Advisors leverages its extensive network of leading industry specialists, tools, and resources to ensure clients receive top-notch advice and expertise. This allows the firm to provide clients with valuable insights and prepare them for a fulfilling financial future.

Founded over 30 years ago as a fee-only financial planning firm, Silicon Valley Wealth Advisors has gained a strong reputation for excellence in client service. The company's professional financial advisors and investment specialists bring decades of experience to the table, providing clients with educated advice and guidance.

The firm values its client relationships and seeks honest feedback to continually improve its operations. This commitment is exemplified through its client advisory board, which consists of a handful of individuals representing various demographics with differing needs. By involving these clients in the decision-making process, Silicon Valley Wealth Advisors ensures it remains responsive to their requirements. With a strong track record of client satisfaction and a dedication to continuous improvement, Silicon Valley Wealth Advisors is well-positioned to assist clients in navigating the ever-changing financial landscape.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management
  2. Financial Planning
  3. Retirement Planning
  4. Tax Planning

More about Silicon Valley Wealth Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1060174

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Pricing options

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Hourly Fee
Assets Under Management

Regulatory filings

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