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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
2024 1st Quarter Investment Review and Portfolio Changes
2024 1st Quarter Investment Review and Portfolio Changes In our quarterly investment update, we’d like to: Summarize market activity over the 1st quarter of 2024
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As the landscape of higher education becomes increasingly complex and costly, high-income families find themselves in a unique position. With the financial capabilities to consider
Understanding RSUs, Stock Options, and ESPPs: Insights for Tech Executives in Silicon Valley
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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.