use of domestic equities including exchange traded funds, and equity call option writing. Silicon Valley Capital Management brings experience

also represents investment advisers, venture capital and private equity funds with early-stage capital investments, sourcing of growth

employs a customized approach to address portfolio diversification, equity compensation, tax strategy, insurance, budgeting and cash flow, home affordability, retirement, estate planning and education funding. We do not provide hourly planning services.

management, customized concentrated wealth management and private equity distribution/post-venture management services. Our approach takes into account

client portfolio. We use low-cost exchange-traded-funds (ETFs) with specific attributes to enhance portfolio cash year; for your first 100 years of life. Management fees are capped. No minimum account size. All

, online banking, telephone banking, debit cards, mortgage, home equity, credit cards, certificates of deposit, individual retirement accounts and insurance services; commercial services, such as treasury management services, business financing and international trade services; home

effectively and efficiently market online. From venture capital funded startups, to publicly traded powerhouses, Workbox has helped businesses succeed online. Website design, open-source content management systems & WordPress, custom development, HTML 5, online marketing

specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all

, increasing organizational capacity, raising funds, and executing strategic changes in mission, board leadership, management, and fundraising. The team

Managing Shareholder, Jeffrey S. Sloan, is a former Equity Partner in one of the largest and most. He is also the former Co-Founder and Managing Partner of one of the most respected employment

, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets a MBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for clients

thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved

Managing Shareholder, Jeffrey S. Sloan, is a former Equity Partner. In one of the largest and most. He is also the former Co-Founder and Managing Partner of one of the most respected employment

dedicated to creating edible landscapes that promote sustainability, equity and ecological balance. Drawing on Permaculture principles, our resources, build healthy soil and employ integrated pest management using Bay-Friendly techniques. We work with a