Private Wealth Management in Sunnyvale, 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 Sunnyvale, CA


  • Financial Advisor Close to Sunnyvale, 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 Sunnyvale, CA Help You?

Private wealth managers are professionals who provide comprehensive management and deployment of their clients’ asset bases. Wealth managers are one of the highest-level financial management professionals, and primarily provide their services, as individuals or in small teams, to businesses, organizations, and affluent individuals with extensive and time-consuming financial needs. 

Some of the things a wealth manager can help with include:

  • Tax filing, planning, and deductions
  • Philanthropy and charitable contributions
  • Investing
  • Managing retirement vehicles (e.g. 401(k), IRA)
  • Succession planning
  • Asset management

Besides traditional wealth management, there are many wealth management alternatives and tools available at all different price ranges. Many apps, such as those that streamline investing and saving, are free to use. Management alternatives can include looking at online providers who offer a la carte services or considering another professional such as a financial advisor or planner.

 

The Value of Personal Wealth Management in Sunnyvale, 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 Sunnyvale, 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 Sunnyvale, CA

Sunnyvale is one of the most prominent cities in Silicon Valley. 

Like many cities in the Valley, it has a Mediterranean climate, with warm, dry summers and cool, wet winters. 

Sunnyvale is also home to many powerful technology companies, with Google, Juniper Networks, and Apple being the largest employers.

If you don’t live directly in Sunnyvale but are local to the area, don’t worry! 

Our Sunnyvale managers also serve in these locations:

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