Smart Path Wealth Management is a financial advisory firm based in Pleasanton, CA, catering to Bay Area tech professionals. Specializing in strategic financial planning and investment management, the firm assists clients in setting up their families for financial success. Their services include equity compensation planning, investment management, and college and tax planning.
With a focus on helping clients plan for a financially secure future, Smart Path Wealth Management offers comprehensive financial planning starting at $2,000. This service encompasses equity strategy, retirement planning, employee benefits, insurance, tax strategies, cash flow management, and estate planning, providing actionable steps towards achieving long-term financial goals.
Moreover, the firm provides investment management services starting at 1% of Assets Under Management. By developing a personalized investment strategy tailored to each client's unique goals, Smart Path Wealth Management aims to accelerate their path to wealth by investing in companies of the future.
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