When tech companies face a critical inflection point, they often turn to advisory boards for guidance. "Should we expand into a new market, or focus on solidifying market share in our current space?" These questions can't be answered with a one-size-fits-all approach. Instead, the best advisory boards combine a breadth and depth of expertise that allows them to break large questions down into their most critical parts. To see interdependencies and anticipate consequences that might otherwise be missed. The true goal of a great advisory board is not prescribing answers, but in providing the perspective and framework for arriving at them.
Why should this approach be limited to businesses?
What if it were applied to the critical inflection points in your life?
That is why we built Palo Alto Wealth Advisors
Our advisors are Stanford MBAs with backgrounds serving as strategic advisors to growing companies, in roles including management consulting, private equity and venture capital.
Too often we witnessed a significant gap between the caliber of advice demanded by businesses, and the caliber of personal financial advice afforded to the leaders of those businesses.
Palo Alto Wealth Advisors was built to bridge this gap. From buying a house, to considering a job offer, to understanding how one might inform and impact the other - we are there to help you make the most informed choices possible.
Our process is focused on objectively analyzing the details of your key choices, and creating a framework to answer them. Our sole source of compensation is for the advice we provide - not the investments we recommend. As a Registered Investment Advisor, we have a fiduciary duty to act in the best interest of our clients.