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Tax & Financial Advisors in Palo Alto, CA

Tax & Wealth Management Advisors in Palo Alto, CA

Through our holistic approach, Alison Wealth Management excels in catering to the unique needs of high-net-worth & ultra high-net-worth families, business owners, tech professionals, affluent retirees, and more in Palo Alto and throughout Silicon Valley.

Our expertise lies in crafting personalized plans and implementing proven processes to optimize your wealth now and in the future.

Financial Experts You Can Trust

Led by the nationally recognized financial advisor, Dave Alison CFP®, EA, BPC, the exceptional team at Alison Wealth Management is driven by an unwavering passion to simplify clients' financial journeys through comprehensive services.

Dave was inspired to start our firm after helping his brother navigate the unique financial challenges that came with being a CTO and founder of a tech startup, later acquired by Facebook (Meta), knowing many others in Silicon Valley could benefit from this holistic wealth management approach too.

With a diverse skill set, our team of CFP® professionals, Enrolled Agents (America's Tax Experts), and CPAs provide expert guidance tailored to your needs.

Dave Alison is also the Founding Partner of Prosperity Capital Advisors, an SEC Registered Investment Advisor managing over $2.6 billion of client assets. Dave currently serves in the role of President and Co-Chair of the Investment Committee.

Our Holistic Approach to Wealth Management in Palo Alto

Our firm strives to make our clients’ lives easier through the five integrated pillars of holistic wealth management.

From coordinated asset and tax management to estate, retirement, and protection planning — our specialists and financial advisors in Palo Alto offer everything you need in one place to protect and grow your wealth.

Our expertise covers a broad spectrum, including investment management, tax optimization, retirement planning, & strategies for managing stock options & RSUs. Our team includes certified financial planners, tax experts, & wealth managers who deliver a holistic advisory experience. Whether it's planning for retirement, minimizing taxes, or exploring estate & legacy planning options, we aim to ensure your wealth is managed comprehensively.

Additionally, we offer specialized concierge services for ultra high net worth (UHNW) clients through our multi family office approach to managing their wealth.

1. Comprehensive Financial Planning & Advisory

As a fiduciary, we possess unparalleled skill in creating comprehensive financial plans that seamlessly align with your short and long-term goals, ensuring a path to lasting financial well-being. Developing a financial plan is the foundation of beginning a new relationship with our clients. It is the roadmap of where you want to go and allows us to chart the most efficient path to help you get there.

2. Professional Asset Management

To help you accomplish even the most nuanced financial goals, we lean on our relationship with Prosperity Capital Advisors — a registered investment advisory entrusted with just over $1.7 billion of client assets as of December 31, 2022 — to personalize asset management plans.

PCA’s investment platform combines some of the world’s largest asset managers and boutique managers, allowing us to construct an investment portfolio designed to maximize returns that is aligned with your risk tolerance and objectives.

3. Advanced Tax Management

While living and working in Silicon Valley brings many perks, one major challenge can be the massive tax liability you face. Most of our clients find themselves in the highest federal and state tax brackets, with a top marginal bracket of over 50% of their income going to pay taxes. At Alison Wealth, our team of true tax experts look at your total financial picture with a focus on mitigating your lifetime tax liability.

While other firms may provide tax preparation, and some might even offer tax planning services, only Dave Alison pioneered The Tax Management Journey® — our process to help our clients maximize their income and minimize their taxes.

This includes tax management strategies such as Roth conversions, stock option exercise and AMT management, charitable giving strategies, and many other techniques to reduce your lifetime tax burden.

4. Protection Planning

Alison Wealth Management builds customized strategies to shield your wealth from potential risks, while maintaining vigilant, ongoing monitoring to ensure its security against evolving threats. Whether it is a basic insurance policy review to ensure you are maximizing benefits and minimizing costs, to more sophisticated entity selection for business owners, the team at Alison Wealth can help ensure all the “what-ifs” are covered.

5. Proactive Legacy Planning

At Alison Wealth, we recognize that building a legacy isn't solely about accumulating wealth — it's about crafting a lasting impact that extends far beyond one's lifetime. Our team specializes in guiding clients through the labyrinth of legacy and estate planning, ensuring their hard-earned assets are thoughtfully preserved and seamlessly transitioned to the next generation.

With a keen understanding of legal intricacies and a profound respect for individual values, we collaborate closely with clients to tailor comprehensive strategies to their aspirations while safeguarding their legacies

Our Client-Specific Services

Helping Affluent Clients Optimize Their Stock Options

We’ve earned our reputation as a fiduciary in Palo Alto by providing holistic wealth management to individuals with equity compensation, particularly those within the tech industry. Our team will help you understand your restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), employee stock purchase plans (ESPP), as well as more complex structures such as Section 1202 qualified small business stock (QSBS).

Whether you work for a public mega cap company such as Meta, Google, or Apple, or a private startup, we will be by your side to help you make informed financial decisions. Learn more...

Guiding High-Net Worth Retirees

As retirement approaches, a new set of financial complexities is on the horizon, especially for high-net- worth individuals. While you may not have the time or expertise to craft detailed strategies for getting the most out of your wealth, our firm does. We’ll help you start navigating this new financial landscape several years ahead of your retirement to maximize your income, minimize your tax liability, manage your investment risks, plan your legacy, and more.

The earlier you begin planning, the easier it is to spend your retirement at ease knowing your finances are being secured by a team of professionals. Learn more...

Tailoring Solutions for High-Value Business Owners

Alison Wealth Management understands the financial challenges and opportunities a business owner faces today. Our services are designed to help you grow your business plus, protect and preserve your wealth. With our comprehensive approach to financial planning, we’re as concerned about the goals of your business as much as your personal finance goals.

We’ll make sure you’re set up for success whether you aspire to expand your business, manage risk, or plan for succession. Learn more...

Proudly Serving Palo Alto

Alison Wealth Management is dedicated to delivering exceptional wealth management services to the Silicon Valley region. Our experienced team is committed to addressing the unique financial needs of Silicon Valley residents and those in nearby areas such as Palo Alto, Atherton, Menlo Park, Woodside, Los Altos, Los Altos Hills, Redwood City, San Carlos, Mountain View, Sunnyvale, Cupertino, Saratoga, Los Gatos, San Francisco, and more.

You can trust our team to provide support that reflects the innovation and ambition that define these communities.

Secure & Simplify Your Financial Future Today!

With our holistic approach and personalized strategies, we provide affluent individuals and families clarity and confidence on their finances now and for generations to come. Take the first step towards securing your financial future — schedule a 20-minute introductory phone call with Alison Wealth Management today!

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