Financial Advisors
Los Altos, CA
Parallel Advisors is a full-service wealth management firm with 19+ years of experience and $10B+ under management, serving high-net-worth individuals and families. They provide comprehensive financial planning, investment management, tax strategy, estate planning, trust services, and access to private market investments. As a fiduciary advisor, Parallel Advisors prioritizes client goals through personalized wealth strategies, risk management, and divorce/philanthropic planning services.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth management, business owners planning exits, individuals navigating divorce or estate transitions
Service area: Los Altos, San Francisco Bay Area, and surrounding communities
Fiduciary Standard: Parallel Advisors operates as a fiduciary, legally obligated to act in clients' best interests at all times.
Private Market Access: Clients gain direct access to institutional-quality private investments not typically available to individual investors.
Comprehensive Wealth Services: Beyond investment management, they offer tax strategy, estate planning, trust administration, philanthropic planning, and divorce financial services.
Address: 240 3rd St #110, Los Altos, CA 94022
Phone: (415) 354-5563
Website: paralleladvisors.com
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