SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.

Overview

Silicon Valley Wealth Management Solutions, Inc. is an independent registered investment adviser that works primarily with individual and family clients. Its advisory practice centers on comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm’s client relationships are predominantly non‑discretionary, so investment decisions tend to be made in partnership with clients rather than through delegated portfolio authority. Billing is flexible — the firm uses a mix of percentage‑of‑AUM charges alongside hourly, fixed, and other fee arrangements — enabling it to tailor engagement terms across households with different needs. The firm does not present itself as an active ESG investor and operates without a broad multi‑state footprint.

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Investments & Alternatives

Location & Offices