Silicon Valley Wealth Advisors Email Format
Financial ServicesCalifornia, United States2-10 Employees
Silicon Valley Wealth Advisors is an independent, fee-only wealth management and financial planning firm that provides portfolio management and strategic oversight. It serves wealthy individuals and families by offering comprehensive personal financial planning, retirement planning, and tax planning to support long-term investment decisions. With operations in California, the firm maintains locations in Palo Alto and Campbell and lists a San Jose address. In December 2023, news reported that Allworth Financial Group acquired Silicon Valley Wealth Advisors.