We are defined by integrity and devotion to our clients and investment partners.
We are passionate, purposeful, and community oriented .
Why
Silicon Beach Wealth?
We believe in diversity first – not just as an investing technique. Our firm is diverse, and we actively seek investments that represent everyone.
How We Operate
Flexible Fee
Structure
Our goal is to simplify your life. We look across your entire financial picture and provide the advice you need on the schedule you want.
To make this work for everyone, we have two consulting levels: monthly or quarterly.
Completely
Independent
We select investments based on two things: their fit for you and their fit for a thriving community.
We demand that all of our portfolio companies demonstrate commitment to our curated ESG principles.
Traditional and Alternative
Investments, Working Together
Some investments need to be held long-term to realize their potential.
We take care to balance those strategies against short-term needs, ensuring that you’re prepared for everything life throws at you.
Our Team
JOSE VITELA
Founder & CEO
Passionate about impact investing, diversity + inclusion, and the arts.
You can find me running along the Strand in Santa Monica (often after my children), browsing the latest exhibitions at LACMA, or cheering on the Dodgers.