Silicon Private Wealth Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Silicon Private Wealth is a boutique financial services firm focused on wealth management for high net worth professionals. The firm emphasizes a goals-based, financial planning approach delivered by career professionals who work with a select number of clients to provide personalized service, supported by a platform that integrates best-of-breed solutions as clients’ financial needs evolve. Its process begins with discussions about a client’s current financial picture, goals, concerns, and family, aiming to address long-term planning and relationship-based outcomes. Based in Fremont, California, the company operates with a small team and positions itself within the wealth management segment of the financial services industry, aiming to deliver tailored, professional guidance to a niche client base.