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In-Depth Expertise
We are a fee-only wealth management firm based in Campbell, CA, and serving Silicon Valley. At Wade Financial Advisory our clients include successful entrepreneurs, professionals, and executives as well as their extended families. As a result, their financial needs are often changing, requiring a high level of care and attention. This is why personalized, relationship-based service is an integral part of our offering.
- Wealth Management
- Investment Management
- Executive Benefits
- Equity Compensation
- Tax Planning
- Risk Management
- Liquidity Planning
- College Planning
- Trust and Estate Planning
- Life Transitions
- Multi-Generational Planning
- Retirement Planning
Recent Articles - Read About the Best Valley Wealth Strategies
Understanding RSUs, Stock Options, and ESPPs: Insights for Tech Executives in Silicon Valley
In the heart of Silicon Valley’s tech world, grasping the details of equity compensation such as Restricted Stock Units (RSUs), Stock Options, and Employee Stock
Navigating Alternative Minimum Tax: Strategies for High Earners
In the realm of personal finance, understanding and navigating the Alternative Minimum Tax (AMT) is a crucial aspect for high earners. Originally established to ensure
2023 Investment Markets In Review
Markets and Investments Summary Global equity markets increased sharply in 2023, with 22% growth, led by a 26% return on the S&P 500. These returns
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Contact us today to speak to one of the top financial advisors in the Bay Area. Learn how our team can partner, educate, and guide you on your path to financial confidence.