Financial Advisors
San Carlos, CA
MA Private Wealth is a boutique fiduciary wealth management firm serving high-net-worth individuals and tech professionals with $500,000+ in investments. Founded on principles of customer-centricity and simplicity, they offer customized investment management, comprehensive financial planning, and retirement strategy tailored to each client's goals and risk tolerance. With 30 years of experience and a team led by founder Marty, they prioritize transparent, personalized advice and maintain strong long-term client relationships through direct advisor access and institutional expertise.
Ideal for: Tech professionals with $500,000+ investments, high-net-worth individuals seeking comprehensive wealth management, Silicon Valley employees with complex equity compensation, retirees focused on portfolio stability
Service area: San Carlos, Campbell, and surrounding Silicon Valley communities
Fiduciary Standard: MA Private Wealth operates as a fiduciary firm, legally bound to always prioritize clients' best interests over their own commissions or profits.
Specialized in Tech Professionals: They offer targeted financial planning for Silicon Valley tech professionals, addressing unique needs like stock options, equity compensation, and career transitions.
30 Years of Experience: Founded and led by Marty with extensive institutional resources, combining deep market expertise with personalized, accessible service.
Address: 1355 A San Carlos Ave, San Carlos, CA 94070
Phone: (650) 232-2021
Website: maprivatewealth.com
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