We provide financial solutions to the entrepreneurs, founders, innovators & executives who are the engine of today's knowledge economy. We approach portfolio management through the lens of a Fundamental Investor utilizing a balanced asset allocation to protect principal while still providing returns designed to increase purchasing power over time.
With decades of experience dealing with Domestic and Cross Border Estate planning situations, allow us to assist you in protecting the legacy you've worked hard to create for generations to come. The tax conversation is an essential component of any planning relationship. We help with tax planning for stock option grants, QSB Stock, qualified retirement plans, and charitable/gifting strategies.
With decades of experience dealing with Domestic and Cross Border Estate planning situations, allow us to assist you in protecting the legacy you've worked hard to create for generations to come. The tax conversation is an essential component of any planning relationship. We help with tax planning for stock option grants, QSB Stock, qualified retirement plans, and charitable/gifting strategies.
Services
SP Asset Management is a SEC Registered Investment Advisor located in the heart of Silicon Valley. We specialize in providing investment management and strategic wealth planning services to clients including high net worth to ultra high net worth families, estates, trusts, pension plans and foundations.
Reviews (1)
Laura Dobbs
Jan 06, 2021
Report
