Private Wealth Management in Silicon Valley, 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 Silicon Valley, CA


  • Financial Advisor Close to Silicon Valley, 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 Silicon Valley, CA Help You?

Wealth managers are money management professionals whose job it is to help you realize your financial goals. They are the highest-level financial management option, typically used by very affluent clients, philanthropic organizations, and small businesses, all of which have complex, difficult, and time-consuming financial needs. Below are some of the things that a wealth manager can do for you:

  • Management of large (or multiple) retirement vehicles, eg. a 401(k), IRA, etc
  • Overseeing a diverse and wide-ranging investment portfolio
  • Estate and succession planning
  • Philanthropy and charitable donations
  • Managing non traditional assets like real estate or art

Although the benefits to wealth management are many, these professionals also tend to be quite expensive. They only charge 1% or 2% of your AUM, however because they offer their services as a suite, they also require large account minimums.

Other options include alternative managers and management tools. Apps that streamline investing and saving, such as Robinhood and Mint, make it easy to do some of the work of a wealth manager on your own. Alternative managers can include seeing another professional such as a financial advisor or planner, or looking into online financial managers.

 

The Value of Personal Wealth Management in Silicon Valley, 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 Silicon Valley, 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.
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Nearest Partner: 177 Bovet Road, Suite 600, San Mateo, CA 94402


Wealth Management Services for Silicon Valley, CA

Silicon Valley is one of the most iconic areas in California. 

Named for the relevant, unique element found commonly in computer parts, Silicon Valley served as the incubator for several powerful technology companies, including Amazon, eBay, and Apple.

If you don’t live in Silicon Valley, you can still take advantage of one of our managers. 

Below is a list of areas near the Valley. If you are local to or can travel to one of these places, our managers can still serve you:

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