Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives.

Finance

Investment Management

Personal Finance

Wealth Architects, LLC

Wealth Architects, LLC's headquarters in Mountain View, United States

This department focuses on enhancing and managing client interactions and satisfaction.

Client Experience

This department focuses on providing financial planning and advisory services to clients to help them grow and manage their wealth.

Wealth Management

This department focuses on managing and enhancing client relationships to ensure satisfaction and support.

Client Services

This department focuses on managing and analyzing investment portfolios to optimize returns.

Portfolio Management

This department oversees the efficiency and effectiveness of organizational processes and technology integration.

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Other teams

Wealth Management

Client Services

Portfolio Management

Operations Management