Wealth Management in San Francisco

We are a fiduciary wealth management firm serving clients in San Francisco and throughout Silicon Valley, committed to acting in our clients' best interests.

Our team works with entrepreneurs, business owners, engineers, software developers, and executives. We help clients simplify the management of their wealth and make more informed decisions about their financial future.

For technology professionals and executives, this may include coordinating RSUs, stock options, concentrated employer stock, and other equity compensation with their broader investment and tax strategy.

We view wealth management through a holistic lens. If you are looking for a private wealth advisor who can help coordinate investments, tax planning, estate planning, retirement, and other areas of your financial life, please schedule a meeting today to speak with an advisor.

Investment advisory services in San Francisco and Silicon Valley

We offer fiduciary wealth management for individuals and families in San Francisco, Santa Clara, Palo Alto, Mountain View, and surrounding Silicon Valley communities.  Our investment advisory services are designed to pursue long-term growth while managing risk in accordance with each client's objectives, circumstances, and risk tolerance.

Not all financial advisors assume fiduciary duties or the standards of care and loyalty that accompany being a fiduciary firm. In the field of wealth management , a person or business that assumes a fiduciary duty is obligated to put their clients, interests first at all times . 

As an independent, boutique wealth management firm , we feel we can serve you best by placing your interests above our own. 

Retirement planning

Our retirement planning services focus on creating a strategy to ensure a financially secure retirement by setting goals, estimating future expenses, and implementing strategies to accumulate and manage the necessary funds.

Business succession

There are over 30 million business owners in the U.S., and 75% of them do not have an exit strategy. We can help you build an exit strategy so that you can segue into a peaceful retirement. If you'd like to speak with an advisor about your business succession, click here.

Real estate planning

Inspire’s Real estate planning involves strategic decision-making and coordination of real estate assets to achieve various goals, including wealth preservation, tax efficiency, and estate planning. Two key concepts in our real estate planning are Delaware Statutory Trusts (DSTs) and 1031 exchanges. 

Our role is to assist clients in understanding the benefits, risks, and potential tax implications of DSTs, and to develop a personalized plan that aligns with their investment objectives and financial goals.

Key Features of our DST & 1031 Exchange Services

• Client Education and Analysis
• Replacement Property Identification
• Due Diligence
• Tax Considerations
• Transaction Coordination
• Compliance with IRS Regulations
• Integration with Your Financial Plan

The Accredited Investment Fiduciary® (AIF®) designation is the industry's first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility.  Accredited Investment Fiduciaries adhere to investment and governance practices that define the Global Fiduciary Standard Excellence established by the Center for Fiduciary Studies™.

Registered Investment Advisor

Inspire has selected Alphastar Capital Management to serve our clients investment advisory needs. Alphastar is a registered investment advisor (RIA) regulated by the SEC (Securities and Exchange Commission). In a list developed for USA Today by market research firm Statistica,  Alphastar was selected Best Financial Advisory Firms for 2023. SEC regulation and registration does not constitute an endorsement of the firm by the SEC.

Registered investment advisors are held to a fiduciary standard of care and loyalty for those they serve.