Silicon Valley Wealth Advisors

www.svwadvisors.com

Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm with convenient locations in Half Moon Bay and Campbell, California. 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 tax planning 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.

Read more

Reach decision makers at Silicon Valley Wealth Advisors

Lusha Magic

Free credit every month!

Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm with convenient locations in Half Moon Bay and Campbell, California. 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 tax planning 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.

Read more
icon

Country

icon

State

California

icon

City (Headquarters)

San Jose

icon

Employees

1-10

icon

Founded

1996

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Principal and Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planning Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(40)

Reach decision makers at Silicon Valley Wealth Advisors

Free credits every month!

My account

Sign up now to uncover all the contact details