S P Asset Management

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.

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