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A partnership you can trust.
Personalized Client Experience
Taking care of what’s important so you can focus on what matters most to you.
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
2022 2nd Quarter Investment Review and Portfolio Update
In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2022 Discuss recessionary headlines and how it relates to
Why You Should Work with a Financial Advisor After the Death of Your Spouse
If you’re wondering whether you should work with a financial advisor after the death of your spouse, learn how it can offer you important benefits.
Millennials with High Salaries Should Consider These Financial Moves
Check out these smart financial moves for high earners and advice on money management and financial planning for Millennials with high salaries.
There is no time like the present
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.
