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.
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.
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.
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).
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.
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
