Founded in 2002, Silicon Valley Wealth Advisors is a private wealth advisory firm that operates on a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. The firm specializes in creating customized financial plans and investment strategies for executives, entrepreneurs, and families, particularly those in the technology sector. Their services encompass retirement planning, investment management, estate planning, and risk management, all delivered through a fee-only compensation model to avoid conflicts of interest.

Founded in

United States