Our Approach
Our process
As a potential client, it is important for you to understand the key steps in our collaborative onboarding process ahead of time.
1. Introductory meeting
We start our journey with a complimentary 45-minute meeting—in-person or virtual—to get to know each other and see if we’re the right firm to help you reach your goals.
2. Initial analysis
If we decide to move forward together, we’ll ask you to provide us with your completed onboarding questionnaire and foundational documents (ie. account statements and tax returns), which you can submit through our secure portal. From there, we’ll conduct a preliminary financial analysis and gather additional information.
3. Map out your wealth plan
We will conduct a 60-minute meeting to better understand your current situation and goals, and share our initial recommendations for a better financial plan. We’ll discuss the resources needed for your journey, and address any of your questions and concerns along the way.
4. Determine if you are ready
Ultimately, you decide whether you want to implement the plan and work with us. If yes, we will proceed to client onboarding.
5. Start your journey
We will gather any additional information needed to finalize your financial plan, and then implement it—together.
Key Questions
No, our initial consultation is completely complimentary with no obligation. Our free financial advisor consultation allows us to understand your financial situation and goals while determining whether we’re the right fit for your wealth management needs.
During this free consultation, we’ll discuss your current financial situation, our fee-only advisory approach, and whether our services align with your needs. If we’re not the best match, we’re happy to refer you to another qualified financial firm that better suits your situation and needs.
No preparation or documentation is required for your introductory call. We want this initial conversation to be stress-free, allowing you to focus on discussing your financial goals rather than gathering paperwork.
If you’d like to make the most of our time together, consider thinking about:
- Your short-term and long-term financial goals
- Specific questions about your current financial situation
- Your general investment portfolio size
If we agree to proceed with your initial financial plan after our call, we’ll request a few basic documents after our call.
Serving the Silicon Valley area of tech professionals, Traveka Wealth is a fee-only fiduciary financial advisory firm. Our compensation comes exclusively from our clients, not from commissions or third-party incentives. This reduces conflicts of interest and helps align our recommendations to be in your best interest.
Our fees are calculated as a percentage of your managed investment portfolio. Traveka Wealth uses tiered pricing, which means your effective fee rate decreases as your portfolio grows, providing better value for clients with larger asset bases. Fees are billed quarterly.
While many clients have at least $2 million in investable assets, this is not a strict requirement. We evaluate each potential client relationship individually based on financial complexity, service needs, and overall mutual fit. We do have an annual fee minimum of $20,000 but that doesn’t mean you need to have $2 million in investable assets to start a relationship with us.
We use a collaborative team approach to ensure comprehensive support and continuity. Your advisory team includes:
Lead Advisor: Your primary contact who develops your financial plan, makes investment recommendations, provides tax planning strategies, manages equity compensation planning, and leads your review meetings.
Relationship Manager: Provides dedicated operational support including scheduling, account logistics, transaction processing, and day-to-day questions.
Why a Team Approach?
- Continuity of service with multiple team members familiar with your situation
- Diverse expertise across investment management, tax planning, and equity compensation
- Faster response times and service delivery
This structure ensures you receive personalized attention while benefiting from the collective knowledge of experienced professionals.
Traveka Wealth serves a diverse range of clients with varying financial situations and goals. We specialize in serving technology professionals, executives and families whose financial fortunes have been shaped by the technology industry. Our deep expertise and history in stock-based compensation planning and tax optimization for tech professionals delivers significant value for clients navigating RSUs, ISOs, ESPPs, and other equity awards.
Yes, we serve clients nationwide and offer both virtual financial planning and in-person meetings based on your preference. Geography is not a limitation for our wealth management services.
Our National Reach: While most of our approximately 150 client families are based in the San Francisco Bay Area, we currently provide remote wealth management and virtual financial advisor services to clients across 16 states throughout the United States.
Our virtual wealth management services provide the same personalized attention and comprehensive planning as our in-person meetings and many appreciate the convenience of remote financial planning even when they’re local to our Bay Area office.