Private Wealth Management in Palo Alto, CA

 

Connect With a Wealth Manager

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Top Wealth Management Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Palo Alto, CA


  • Financial Advisor Close to Palo Alto, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Palo Alto, CA Help You?

Wealth managers are the highest-level financial management service. 

Wealth managers are most often used by businesses or organizations with large amounts of capital that need to invest, save, and distribute that money optimally. 

Private wealth managers offer these same services to very affluent clients.

Some things a wealth manager can do for you include:

  • Retirement planning
  • Tax planning, filing, and distributions
  • Philanthropy
  • Managing non-traditional assets like art or real estate
  • Estate and succession planning

Online providers and management tools, such as saving and investing apps, are both less expensive ways to make your finances more manageable in small, simple ways. 

Don’t be fooled though, these are all still very powerful options.

 

The Value of Personal Wealth Management in Palo Alto, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Connect With a Wealth Management Firm

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
  • This field is for validation purposes and should be left unchanged.

Nearest Partner: 177 Bovet Road, Suite 600, San Mateo, CA 94402


Wealth Management Services for Palo Alto, CA

Palo Alto is named for the coastal Redwood trees that fill its landscapes. 

The name means “tall stick” in Spanish, in reference to the needle-like redwoods that shoot out from the forest floors. 

If you live outside of Palo Alto, you can still take advantage of one of our Palo Alto managers! Below is a list of other nearby locations where you can find one of our wealth managers:

  • Redwood City
  • San Francisco
  • Bair Island
  • San Jose
  • Sunnyvale
  • Silicon Valley
  • And the larger San Mateo area

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Wealth Management Firms In Palo Alto, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.