Orchard City Wealth Management, LLC

We are a privately owned, independent, fee-only registered investment advisory firm serving as a fiduciary for you. We have helped many families gain a sense of control over complex issues like equity compensation packages, investment management, and tax planning. Our clients work for some of the biggest tech, biotech, and start-up companies in Silicon Valley and across the country. They face major transitions like job changes and promotions, IPO of their company, buying a house, having children, and supporting parents. We understand the dilemmas people face managing their overall finances; that’s why we connect every aspect of their financial life so that nothing is missed.

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

987 University Avenue Suite 8 Los Gatos, CA 95032 Phone: (669) 237-3006

Primary Office

987 University Avenue Suite 8 Los Gatos, CA 95032 Phone: (669) 237-3006