Silicon Valley Wealth Advisors introduces three new service platforms
CAMPBELL, CA – November 18, 2013 – Lasecke Weil Wealth Advisory Group, a Registered Investment Advisor with offices in Campbell and Palo Alto, California, has changed its name to Silicon Valley Wealth Advisors, LLC. The new name reflects the firm’s commitment to offering comprehensive financial planning and wealth management services to clients throughout Silicon Valley.
“With our new name and logo, we hope to create a more distinctive identity for our company in the financial services industry—one that is better aligned with our vision for growth and expansion,” said managing partner Tracy F. Lasecke.
Along with the name change, the firm has launched a new website, www.svwadvisors.com. In addition, the firm has introduced new service platforms designed to better meet the needs of its diverse client base. The new service platforms are:
- Asset Builder, for people who are accumulating wealth and do not require comprehensive financial planning. Portfolio sizes range from $200,000 to $1,000,000.
- Wealth Classic, which takes an active approach to managing portfolio planning. It is intended for clients with portfolio sizes ranging from $1 million to $3 million.
- Wealth Premier, which combines comprehensive portfolio management with highly customized personal financial planning. Portfolio sizes range from $3 million and up.
In addition to its total portfolio management platforms, Silicon Valley Wealth Advisors also offers à la carte services for those who are interested in more limited financial advice. Those services include customized portfolio management, personal financial planning, and tax planning.
“As we enter this new and exciting phase, we will continue to provide the same quality service our clients have come to expect,” said managing partner James F. Karel. “Our mission continues to be to offer our clients financial solutions that fit with their life, whether that means identifying ways to save on taxes, taking advantage of new opportunities for wealth creation, making financial decisions after a life transition or providing total portfolio management.”
About Silicon Valley Wealth Advisors
Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm. With convenient locations in Palo Alto and Campbell, California, we serve clients throughout all of Silicon Valley. 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. Learn more at www.svwadvisors.com.
Tracy F. Lasecke
Chief Executive Officer
3190 South Bascom Avenue, Suite 210
San Jose, CA 95124