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Tracy Lasecke
Managing Partner at Silicon Valley Wealth Advisors
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Work Experience
Managing Partner
2012 - Present · 12 years and 11 months
Lasecke Weil Wealth Advisory Group, LLC
Owner
2000 - 2012 · 12 years
FPA NorCal
Chair
2002 - 2010 · 8 years
Company Details
Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm with convenient locations in Half Moon Bay and Campbell, California. Our professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make sound financial decisions. Based on your needs, our team skillfully builds and manages comprehensive financial solutions for your life. We offer comprehensive portfolio management and strategic oversight in order to reach your long-term investment objectives. We also offer comprehensive personal financial planning, retirement planning and tax planning services. As financial advisors, we build relationships that go beyond traditional financial planning models, which results in a more valuable financial life planning approach for you. We have a strong track record because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools and resources so that we can best prepare you for a fulfilling financial future.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
3190 S Bascom Ave 210 San Jose, California 95124, US
Keywords
Financial PlanningPortfolio Managementand Tax Planning
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