Silicon Valley Wealth Advisors, LLC

Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm. With convenient locations in Palo Alto and San Jose, California, we serve clients throughout all of Silicon Valley.  Our professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make sound financial decisions. Based on your needs, our team skillfully builds and manages comprehensive financial solutions for your life.

We offer comprehensive portfolio management and strategic oversight in order to reach your long-term investment objectives.  We also offer comprehensive personal financial planning, retirement planning and wealth management services. As financial advisors, we build relationships that go beyond traditional financial planning models, which results in a more valuable financial life planning approach for you. We have a strong track record because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools, and resources, so that we can best prepare you for a fulfilling financial future.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3190 S Bascom Ave Ste 210 San Jose, CA 95124-2510 Phone: (408) 688-0888

Primary Office

3190 S Bascom Ave Ste 210 San Jose, CA 95124-2510 Phone: (408) 688-0888