The Allworth-Silicon Valley Wealth Advisors Partnership
Many successful financial professionals tire of the corporate grind of working for a massive Wall Street firm and head out on their own to become independent financial advisors. They acquire clients, build a reputation and a thriving firm, and then, slowly but surely, the day-to-day responsibilities of running that firm start to interfere with the reason they founded their own practice in the first place: To help people achieve their financial goals and live better lives.
Helping people thrive. An unclouded vision for their future. Making a difference while doing what makes them happy. It is because Silicon Valley Wealth Advisors Managing Principal Tracy Lasecke and his team are so enthusiastic about a renewed focus on advising that they chose to partner with Allworth Financial.
“Allworth has enabled us to get back to doing what we are most passionate about, which is serving our clients instead of running an office.”
– Silicon Valley Wealth Advisors Managing Principal, Tracy Lasecke
As our 31st equity partnership, Silicon Valley Wealth Advisors brings more than 30 years of industry experience, $376M in AUM, 261 client households, and its direct, client-centric business culture, to award-winning Allworth Financial.