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Invest for the future.
Invest for change.

Located in Marina del Rey, California, Silicon Beach Wealth partners with ambitious individuals to build purpose-driven financial plans.

Located in the heart of Marina del Rey, California, Silicon Beach Wealth partners with ambitious individuals to build purpose-driven financial plans.

the Portfolio

Selecting impactful investments ​is just as important as accumulating wealth.

So, we don’t start with your assets. We start with your goals. Our planning process is about more than money. It’s about getting you to the next level – no matter what that means.

Our process marries traditional investing and local, sustainable alternatives.

How We Partner with Our Clients

The Planning
You Need

We want to grow with you, so we model our service based on what you need – and fees that correspond.

Across both personal and corporate planning, we offer a full range of customized tools, analyses and implementations.

Traditional Investment
Management –
With an Impact Focus

We’re for growth – in all directions. For us, that means creating tech-forward portfolios that are both diverse and liquid.

We recommend investments with an eye to environmental, social, and corporate governance (ESG).

Alternative Asset Management, Rooted in the Community​

We’ve given a lot of thought to the alternative investments we recommend.
To take advantage of California’s vibrant, diverse economy, our alternative allocations lean local, female and/or minority-owned, with an eye toward wellness.

Our Mission
is Simple:

We believe we can invest in ways that affect positive change – giving our clients the freedom to live creatively while positively impacting their communities.

Why I built
Silicon Beach

My journey in finance has influenced the way I think, act and invest on behalf of my clients. I started out thinking I had to look and be just like everyone else to succeed. The cookie-cutter army of men in suits seemed like the only route. But over time, I learned that my biggest asset was what makes me unique – my history, my background, my family. So, I created a firm that allowed me to put my values in action.

My goal is to help my clients reach the life they want, whatever that looks like. 

– Jose Vitela

From The Blog

Starter Home to Forever Home
Upgrading from a starter home to a more permanent (i.e., “forever”) home is an exciting and important step in a young family’s life.  Given the nature of executing dual transactions,
Silicon Beach Wealth’s 2023 Market Outlook
Key Takeaways: The consensus view amongst leading analysts at Charles Schwab, Goldman Sachs, and Vanguard is the global stock market may continue to experience ongoing, albeit reduced, volatility in 2023,
Year-End Gift & Estate Planning Checklist (2022 Guide)
The end of the year is undoubtedly the busiest time of the year for many people, and we believe it is important to make sure your Estate Planning affairs do