Financial Advisors
Campbell, CA
Context Wealth Advisors is an independent financial advisory firm in Campbell founded by Chris Duke, a former tech professional with 15+ years of experience who transitioned to wealth management in 2008. The firm specializes in comprehensive financial planning, investment management, and wealth protection tailored to each client's personal values and goals. With a team including Madison Donovan (who brings trust and estate administration expertise) and professional back-office support through Mutual Advisors LLC, Context Wealth takes a human-centered approach grounded in honest, relevant advice rather than generic recommendations.
Ideal for: Mid to high-net-worth individuals, families planning for retirement, clients with complex estates or trust needs, professionals transitioning careers, those seeking independent and unbiased financial guidance
Service area: Campbell and greater San Francisco Bay Area
Independent and Unbiased: As an independent firm, Context Wealth operates without conflicts of interest inherent to larger institutions, allowing advisors to recommend what's truly best for clients rather than products that benefit the firm.
Trust and Estate Expertise: Team member Madison Donovan brings specialized experience in trust administration and special needs planning from her fiduciary background, adding depth to estate planning services.
Values-Centered Approach: The firm bases recommendations on what matters most to each client personally, using Chris Duke's philosophy of 'would I recommend this to my grandparents' as a guiding principle for all advice.
Address: 1901 S Bascom Ave suite 1500, Campbell, CA 95008
Phone: (408) 905-3000
Website: contextwealth.com
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