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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
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Annrose Isaac on
The Legacy Leaders Podcast
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Recent Articles - Read About the Best Valley Wealth Strategies
Tax Implications and Planning for Equity Compensation in High-Growth Tech Companies
Equity compensation has become a common feature in high-growth tech companies, offering employees the opportunity to own a piece of the business they help build.
2024 2nd Quarter Investment Review
In our quarterly investment update, we’d like to: Summarize market activity over the 2nd quarter of 2024 Review the value of diversifying illiquid investments in
Family Foundations vs. Donor-Advised Funds: Choosing the Right Vehicle for Your Philanthropy
Philanthropy offers a meaningful way to give back to the community and support causes you care about. When considering how to structure your charitable giving,
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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.
