Private Wealth Management in San Jose, 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 San Jose, CA


  • Financial Advisor Close to San Jose, 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 San Jose, CA Help You?

Wealth managers are financial professionals whose job it is to help you realize your financial goals. You may have heard of other related professionals, such as financial advisors or planners. Wealth managers are a similar field; they are the highest-level management option, typically used by affluent clients with complex and time-consuming financial needs. 

Below are some of the services offered by wealth managers:

  • Management of multiple retirement vehicles
  • Estate planning
  • Life transition planning
  • Philanthropy
  • Charitable donations
  • Succession planning

Wealth managers also provide essential financial services for business and organizations. Many of these institutions, such as 501(c)3s, do not have traditional tax treatment or means of producing capital. Wealth managers are important for organizing, investing, and deploying funds for these organizations.

 

The Value of Personal Wealth Management in San Jose, 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.

Find Wealth Management Companies Near San Jose, CA

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 San Jose, CA

The name “San Jose ” was given to the area by Spanish settlers in 1777. 

The name refers to Saint Joseph, the canonical father of Jesus. 

The city has a Mediterranean climate, with warm, dry summers and cool, wet winters. 

San Jose is also the home of several powerful technology companies, including PayPal, Cisco Systems, and eBay.

If you live outside of San Jose but are local to the area, you can still take advantage of one of our managers! 

See the list below for areas near San Jose where our managers also serve:

  • Silicon Valley
  • San Francisco
  • Redwood City
  • Bair Island
  • Sunnyvale
  • Palo Alto
  • 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 San Jose, 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.