Lasecke Weil Wealth Advisory Group, a US-based Registered Investment Advisor (RIA), has changed its name to Silicon Valley Wealth Advisors.
The company says that the new name reflects its commitment to offer comprehensive financial planning and wealth management services to clients throughout Silicon Valley.
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Tracy Lasecke, managing partner of Silicon Valley Wealth Advisors, said: "With our new name and logo, we hope to create a more distinctive identity for our company in the financial services industry — one that is better aligned with our vision for growth and expansion."
Silicon Valley Wealth Advisors has launched new service platforms such as asset builder, wealth classic, and wealth premier to meet the needs of its diverse client base.
Additionally, Silicon Valley Wealth Advisors will also offer à la carte services including customized portfolio management, personal financial planning and tax planning for those who are interested in more limited financial advice.
James Karel, managing partner of Silicon Valley Wealth Advisors, said: "As we enter this new and exciting phase, we will continue to provide the same quality service our clients have come to expect.
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By GlobalData"Our mission continues to be to offer our clients financial solutions that fit with their life, whether that means identifying ways to save on taxes, taking advantage of new opportunities for wealth creation, making financial decisions after a life transition or providing total portfolio management."
