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As a boutique broker-dealer, we provide commitment and agility to entrepreneurial financial advisors and emphasize independence, flexibility and support.

You’ve worked too hard to let money control you. All too often, we hear people say things like… ▸ Do I have enough? ▸ I don’t know where I stand financially. ▸ How can I make things more equal for my kids? ▸ I want to make sure I make the right choice. ▸ Money shouldn’t define my life. At Legacy Financial Advisors, we’ve helped many people find a clear path forward. ▸ Go from uncertain to empowered. ▸ Gain confidence to make proactive decisions. ▸ Get the freedom to focus on what really matters. ▸ Build a life that aligns your treasure with your heart. As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams. Trust your legacy to our team.

Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives.