Context Wealth Advisors

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  name: "Context Wealth Advisors",
  description: "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.",
  url: "https://www.contextwealth.com/",
  telephone: "+1-408-905-3000",
  address: {
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    streetAddress: "1901 S Bascom Ave suite 1500",
    addressLocality: "Campbell",
    addressRegion: "CA",
    postalCode: "95008",
    addressCountry: "US"
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    longitude: -121.935238
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  areaServed: "Campbell and greater San Francisco Bay Area",
  knowsAbout: "Financial Advisors, 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",
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    @type: "Organization",
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    url: "https://lantern.llc",
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