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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
Money Moves to Make in a Down Market
These tips can help you make sure your hard-earned money is protected when the market declines.
Tips for Creating a Multigenerational Estate Plan
If you plan to pass your wealth to the next generation and beyond, use these tips in your multigenerational estate plan to prepare your heirs to preserve and grow your family’s wealth.
Three Things Startup Employees Should Understand About Their Stock Options
Why This Type of Equity Compensation is Common at New Companies, and What it Means for Employees
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.
