Wealth Architects, LLC

At our core, we believe that living our values leads to greater meaning and fulfillment. This belief inspired our selection of "The Three Questions" as our most recent Book of the Year. The story beautifully underscores the importance of aligning our actions with our values. Thank you to Project Cornerstone for sharing this book and important message through your work with youth and adults throughout Silicon Valley. https://lnkd.in/gzZ2Equ #BuildingWealthierLives #wealthmanagement #wellbeing

Life rarely follows a straight path, and sometimes our hardest moments become the turning points that define us. In this deeply personal reflection, Associate Wealth Architect Peter Trinh, CFP® shares his journey from a career in numbers to one rooted in connection and meaning. His story is a powerful reminder that even in uncertainty, there’s opportunity to rediscover our purpose. #BuildingWealthierLives #wealthmanagement c#wellbeing

In case you missed it, click below to read our most recent Community Update newsletter. These quarterly communications provide timely investment and wealth planning information, as well as WA community updates and perspectives on building a wealthier life. #BuildingWealthierLives #wealthmanagement #wellbeing

We often think of wealth in terms of financial security. But we believe one key ingredient to a wealthy life is the quality of our relationships and sense of belonging. Former Surgeon General Vivek Murthy’s closing letter is a heartfelt reminder of the essential elements of our well-being and how meaningful connection to others can lead to greater fulfillment and purpose in our lives. #BuildingWealthierLives  #wealthmanagement #wellbeing

Charles Tran, CFP® is one of our newest Associate Wealth Architects. He is all about thoughtful financial planning. In his role he assists the advisory team in our holistic approach to building wealthier lives. His passion for early stage career planning and solving complex financial questions is only matched by his motivation to help others find deeper meaning and fulfillment in life. Please welcome Charles the next time you speak to him - we are very grateful to have him join our WA-Team! #BuildingWealthierLives #wealthmanagement #wellbeing

Meet Alex Anders! As a Client Services Associate at Wealth Architects, Alex works closely with our clients and advisors to support their wealth planning and works with our custodian partners. Outside of the office, you might catch Alex cycling along the Los Gatos Creek trail or spending time by the ocean. We’re grateful to have Alex on the team! #BuildingWealthierLives #wealthmanagement #wellbeing

Looking for inspiration to unlock your creative potential? Rick Rubin’s "The Creative Act: A Way of Being" is a must-read for anyone seeking to cultivate creativity in all aspects of life. It’s a powerful reminder that creativity isn’t just for artists – it’s for everyone, especially those who seek to design and build a wealthier life. #BuildingWealthierLives #wealthmanagement #wellbeing

The year 2024 brought its share of challenges and opportunities for the markets. Our latest summary, brought to you from our investment partners at Dimensional Fund Advisors, explores the trends and developments that shaped the year, offering key insights into how stocks and bonds navigated a complex environment. #BuildingWealthierLives #wealthmanagement #wellbeing

Our Founder and CEO Mark T. Johnsen believes that designing a wealthier life is a creative act. And while many may think they aren’t creative, he's here to reframe that narrative. Get his full perspective in his latest blog. #BuildingWealthierLives  #wealthmanagement  #wellbeing

The Conference on Charitable Giving is a premier educational event for financial and legal advisors, offering insights on creative charitable giving strategies and more. It’s an opportunity to deepen expertise, connect with peers, and explore ways to integrate philanthropy into financial wealth planning. We're proud that Wealth Architect Pat Phillips, CFP®, serves on the planning committee of this excellent event. Early bird registration is available through February 28th. Learn more and register by clicking below. #BuildingWealthierLives #wealthmanagement #wellbeing Stanford University Silicon Valley Community Foundation