History
As founder of Silicon Private Wealth, I left a large Wall Street firm after 29 years. My goal is to focus on the wealth management needs of UHNW clients who seek a high level of service and want the breadth and depth of a large firm without the headaches.
Specialties
High Net Worth Wealth Management, in Fremont? Yes! Having worked in San Francisco & San Jose for large Wall Street firms, we have brought our expertise to where we live. We offer wealth management services to clients looking for holistic financial advice. Minimum portfolio size, $1 million.