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Our guidance.
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
Considerations for Passing an Inheritance to Your Children
For many people, building wealth means the opportunity to leave an inheritance to their heirs. If you’d like to leave something behind for your children
2021 2nd Quarter Investment Review and Portfolio Update
In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2021 Discuss portfolio changes to incorporate additional private debt
Stock Options 101: What You Need to Know About ISOs, NQSOs and Restricted Stock
Employee stock options are a common form of equity compensation that companies use to attract and retain the best talent. Stock options give you the
There is no time like the present
Contact us today to speak to one of our trusted advisors and learn how our team can partner, educate, and guide you on your path to financial confidence.
