99 Family Wealth Management & Insurance

Shashi Group LLC, located in Cupertino, CA, is dedicated to providing a safe and secure environment as part of their 'Stay Safe' commitment. The company emphasizes peace of mind for its clients through a variety of services tailored to meet diverse needs. With a professional team and a focus on quality, Shashi Group aims to deliver exceptional results while maintaining transparency and reliability in all their operations. Their commitment to customer satisfaction is evident in their proactive approach to communication and updates. Generated from the website

Pesta & Pesta Wealth Management, nestled in Cupertino, CA, is dedicated to assisting individuals and families in managing their financial affairs. With a focus on comprehensive financial planning and guidance, they cater to clients with at least $3 million in investable assets, offering tailored strategies in Tax, Estate, and Investment Planning. Specializing in serving professionals in the tech industry, the team at Pesta & Pesta Wealth Management helps clients navigate unique financial challenges such as concentrated stock positions, RSUs, or ESPPs from their employer. Their goal is to optimize equity compensation while minimizing tax burdens, providing a collaborative approach to complex financial decisions. At Pesta & Pesta Wealth Management, clients can expect a thoughtful and strategic approach to wealth management. Whether just starting out, preparing for retirement, or already in retirement, the team is committed to helping individuals define and pursue their version of true wealth, ensuring a secure financial future for themselves and their families. Generated from the website content

SP Asset Management LLC is a Private Wealth Management firm located in Cupertino, CA, specializing in Portfolio Management, Tax Planning, and Estate Planning tailored for Silicon Valley's tech and entrepreneurial leaders. With a focus on providing financial solutions, the firm assists clients in navigating the complexities of wealth management to secure their legacies and enhance their financial well-being. The firm approaches portfolio management with a Fundamental Investor mindset, emphasizing a balanced asset allocation strategy that protects principal while aiming for long-term purchasing power growth. Additionally, their expertise in tax planning addresses various financial scenarios, ensuring clients are well-prepared for both present and future financial challenges. Generated from the website