Sierra Pacific Private Wealth, LLC
Sierra Pacific Private Wealth, LLC is an independent, SEC-Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial fiduciary advisors that believe financial success goes beyond numbers—it’s about empowering lives, creating opportunities, and building lasting legacies. Our mission is clear: to deliver tailored financial strategies that help driven professionals achieve their unique vision of success.
With expertise shaped by years of experience, we specialize in meeting the complex needs of professionals in the dynamic AI, tech, and biotech industries. From maximizing equity rewards to crafting tax-efficient strategies and building multigenerational wealth, our solutions are precise and personalized. Every financial journey is unique, and so is our approach to helping you succeed.
Our unique expert services focus on the following Comprehensive Wealth Management for Executives and Entrepreneurs:
- Executive Compensation Planning
- Tax-Efficient Diversification of Concentrated Stock Positions
- Personal Financial Planning
- Tax-Aware Investing
- Estate Planning & Wealth Transfer
- Philanthropic & Impact Investing Advisory
- Risk Management & Asset Protection
- Family Wealth Education & Governance
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