Guiding your wealth, every step of the way

Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives and careers have been shaped by the technology sector.

  • Your roadmap to financial success

    We believe your financial journey can be likened to a road trip — full of twists, turns, and exciting destinations. Our research-driven, pragmatic, and analytical process enables us to serve as a trusted navigator on your journey, guiding you towards your financial goals with clarity, confidence, and peace of mind.

  • Independent advice, tailored solutions

    At Traveka, our independence is our strength. Free from the constraints of large financial institutions, we have the freedom and incentives to prioritize your best interests. This allows us to deliver unbiased advice and bespoke solutions that align with your unique financial goals and challenges.

    Whether you are managing stock-based compensation, seeking tax-efficient investment strategies, or planning for retirement, Traveka stands ready to serve as a trusted guide on your financial journey.

Is Traveka Wealth a good fit for you?

For the smoothest journey, we work with clients who:

Want to entrust their financial planning and investment management to professionals

Need help navigating the complexities of stock-based compensation

Have at least $2 million in investments to be managed and/or are willing to pay a minimum annual fee of $20,000

Many of our clients’ careers include tech companies like:

Start the conversation

Looking for help on your financial journey?

Contact us to learn more about our approach to helping you achieve your goals.