Who we serve: At Rivermark Wealth (an office of Garrett Investment Advisors, LLC), we provide financial planning and coaching solutions for early and mid-career tech professionals, particularly those with young children.
Where we will meet with you: For clients in the South Bay area, we conduct complimentary initial consultations in our Sunnyvale and Mountain View offices (addresses below). We also offer phone or video consultations for clients across the country. PLEASE NOTE: Given the current shelter-in-place mandate in Santa Clara County, all client engagements will be virtual until further notice.
Our specialties include: equity compensation strategy, education planning, housing analysis & strategies, retirement planning, and tax planning. No minimum assets required.
Schedule an Appointment
We’ll get back to you as soon as possible, typically within 24 hours. We also encourage you set up a free consultation to find out if we can help.