The journey
to a wealthier life
As our clients, we help you navigate the financial and personal challenges that come with change and complexity, and we ask you the big questions about what you want from your lives.
Many of our clients come to us during life transitions such as changing careers, starting families or companies, going through divorces, or retiring from full-time work. They also come to us because their money is in motion — they need to diversify a large holding in one company, sell a home or other real estate, or simplify their financial lives. What begins with a challenge becomes a journey to a wealthier life.
As we reflect on 20 years, we see the impact of planning rooted in intention, relationships, and a broader view of wealth – an approach that continues to shape how we serve today and plan for what’s ahead.
Learn more about how we put these values into practice.
“We help clients manage not only their financial wealth, but the arc and trajectory of their lives.”
Chief Wealth Architect, CEO & Founder
What we value
Working with people who know that wealth means more than money.
Building authentic and trusting relationships.
Helping people invest for positive change in themselves, their families, and their communities.
We only work
for you
Unlike many financial services firms, we’re an independent Registered Investment Advisor (RIA).
As a Registered Investment Advisor, we’re bound legally and ethically to act in your best interest as a fiduciary (see our Form ADV). We don’t get paid any commissions on financial products or transactions. The only person who compensates us is you. Our fee structure is clear and transparent. So you won’t have to worry about hidden costs or wonder how much you’re paying us.
We believe this way of doing business reduces conflicts of interest and incents us to do what’s best for your plan. When you do well, we do well.
Unlike many financial services firms, we’re an independent Registered Investment Advisor (RIA).
As a Registered Investment Advisor, we’re bound legally and ethically to act in your best interest as a fiduciary (see our Form ADV). We don’t get paid any commissions on financial products or transactions. The only person who compensates us is you. Our fee structure is clear and transparent. So you won’t have to worry about hidden costs or wonder how much you’re paying us.
We believe this way of doing business reduces conflicts of interest and incents us to do what’s best for your plan. When you do well, we do well.
An intentional community
We've built a community of clients, team members, and other professional advisors who are authentic and share our values. We regularly host expert speakers and workshops to share everyone’s wisdom and perspectives.
Our clients include a diverse set of individuals, families, and nonprofits. They are doctors, athletes, engineers, professors, corporate executives, tech entrepreneurs, artists and change agents. Most are self-made, many having shaped the companies and institutions of Silicon Valley. They have poured their energies into raising families and supporting their communities.
We are grateful for the opportunity to serve you on your journey towards a truly wealthy life.
Wealth Architects, LLC.
All Rights Reserved.