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Palo Alto Wealth Advisors is a leading wealth advisory firm tailored to the unique needs of tech professionals.
For more than a decade, Palo Alto Wealth has helped our clients navigate the complex arena of tech-centric wealth - where taxes, risk concentration and trading restrictions amplify the value of our expertise.
When the tech giants of our generation faced critical inflection points for their business, they turned to their advisory boards for guidance. A group of successful entrepreneurs and venture capitalists; big picture thinkers and implementation wizards. A group hand-picked for their keenly relevant experience
This is why we built Palo Alto Wealth Advisors - to serve as an advisory board to help you with the most important decisions of your life and career.
Our advisors are Stanford MBAs with first-hand experience both at tech companies, and in providing strategic guidance to CEOs. Our perspective is informed by a focus on outcomes, not transactions. And our skill-set in evaluating risk and modeling complex financial decisions is extremely relevant to our clients.