What could your life be like if you had a financial strategy based on what is truly important to you? Imagine a strategy that would continue to meet your needs through all of the ups and downs in life. Clients throughout Silicon Valley rely on the professionals at Transitions Wealth Advisors to provide that financial road map.
Our goal is to help you build your financial confidence so you can spend more time enjoying the things that matter most in life. Balancing risk and return is a well coordinated dance. We want to enable our clients to work towards their objectives without exposure to more risk than you can comfortably accept.
Our goal is to help you build your financial confidence so you can spend more time enjoying the things that matter most in life. Balancing risk and return is a well coordinated dance. We want to enable our clients to work towards their objectives without exposure to more risk than you can comfortably accept.
Services
In addition to being the right fit with experience to serve your unique situation and future goals, you may be evaluating your potential wealth advisors on other criteria. As the Principal, Shawn began his career as an independent financial advisor in 1997. In 2000, April began her advisor career shortly thereafter at Wells Fargo Private Bank.
Transitions Wealth Advisors (TWA) is an independent boutique wealth services practice based in the Willow Glen neighborhood of San Jose, California. We are a devoted team of financial planning professionals who love what we do.
With over two decades of experience, resources, and acquired wisdom, we're here to be a trusted advisor, and to create a quality, personalized financial foundation that gives you the freedom to enjoy the things that matter to you most.As the principal and founder of TWA, my passion for helping people started early.
With over two decades of experience, resources, and acquired wisdom, we're here to be a trusted advisor, and to create a quality, personalized financial foundation that gives you the freedom to enjoy the things that matter to you most.As the principal and founder of TWA, my passion for helping people started early.
Through all of life's ups and downs, our aim is to provide you with a solid financial foundation from which you can build wealth and have the freedom to enjoy the things you love to do. Every client relationship is held with complete confidentiality. We don't just focus on investment performance. We create a consistent, professional rapport that is based on a clear understanding of your financial goals, personal values and deeply rooted concerns.
The most important part of your financial strategy is the relationship between you and your advisor. When having the initial discovery meeting, we aim for a good long-term fit and for our team to be well-positioned to serve your unique needs. This empowers us to be both proactive in planning and reactive in adapting to life's challenges and opportunities that present themselves in unexpected moments.
At Transitions Wealth Advisors, we believe in putting the strength of our entire team behind each client relationship. Our open workspace environment fosters open communication and collaboration. Our commitment to maintaining a low client-to-advisor ratio empowers us to be proactive in our clients' lives and gives us the capacity to go the extra mile.
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