Modern Wealth Management

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2105 S Bascom Ave Ste 110
Campbell, CA 95008
+1 (408) 369-7399
https://modwm.com

Wade Financial Advisory Inc is a fee-only wealth management firm located in Campbell, CA, serving the Silicon Valley area. With a focus on personalized, relationship-based service, they cater to successful entrepreneurs, professionals, executives, and their extended families, providing comprehensive financial planning and investment management services.

Their team of experienced advisors offers expertise in areas such as wealth management, investment management, executive benefits, equity compensation, tax planning, risk management, liquidity planning, college planning, trust and estate planning, life transitions, multi-generational planning, and retirement planning.

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