Traveka Wealth is a top fee-only, independent registered investment advisor firm serving the Silicon Valley area with comprehensive wealth management services.
Traveka Wealth serves technology professionals, executives and families whose financial fortunes have been shaped by the technology industry. They specialize in advanced tax planning, equity compensation strategies including RSUs, ISOs, ESPPs, and personalized financial planning.
As a fee-only fiduciary firm, they serve approximately 150 client families with about $2 million minimum investable assets.
Fee-only fiduciary firm with no commissions or third-party incentives
Specialized expertise in equity compensation for tech professionals
Serving approximately 150 client families
Team approach with lead advisor and relationship manager
Strong presence in Silicon Valley with nationwide virtual service
Services
Wealth Management
Comprehensive wealth management including investment management and financial planning.
Comprehensive financial planning services including retirement and estate planning.
Retirement planningEstate planningTax planning
Equity Compensation Planning
Specialized planning for RSUs, ISOs, ESPPs and other stock-based compensation.
RSU planningISO optimizationESPP strategies
Tax Planning
Tax-efficient investment strategies and tax planning services.
Tax optimizationTax-efficient investing
Direct Indexing
Tax-management tool using direct indexing strategies.
Direct indexingTax loss harvesting
Credentials & Certifications
SEC Registered Investment Advisor
Reviews
Rating
5
★★★★★
Reviews
29
Frequently Asked Questions
Does Traveka Wealth charge for an introductory consultation? +
No, the initial consultation is completely complimentary with no obligation. It allows them to understand your financial situation and goals while determining whether they are the right fit.
How does Traveka Wealth make money? +
Traveka Wealth is a fee-only fiduciary firm. Their compensation comes exclusively from clients, not from commissions or third-party incentives. They use tiered pricing with fees calculated as a percentage of managed investment portfolio.
What type of clients does Traveka Wealth serve? +
Traveka Wealth specializes in serving technology professionals, executives and families whose financial fortunes have been shaped by the technology industry. They help clients navigate RSUs, ISOs, ESPPs, and equity-related tax planning.
How can I contact Traveka Wealth? +
Traveka Wealth is located at 175 S. San Antonio Road, Suite 101, Los Altos, CA 94022. Phone: 650-397-2225. Email: [email protected].
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