Wealth Architects, LLC

We are passionate about supporting leaders and thinkers who inspire positive change. Today, we’d like to highlight the important work of Emma Seppälä, Ph.D., whose latest book, "Sovereign", is a must-read for anyone seeking to lead with resilience, clarity and purpose. Emma’s research on well-being has long been a source of inspiration. "Sovereign" explores how personal sovereignty – mastery over one's thoughts, emotions and actions – can transform not only individual lives but also organizations and communities. We highly recommend this powerful book for anyone committed to personal growth and impactful leadership. #BuildingWealthierLives #wealthmanagement #wellbeing

What is your life's blueprint? Every year on this day, we revisit this inspiring speech that Dr. King delivered to a class of junior high students in 1967. Here is an excerpt: "Whenever a building is constructed, you usually have an architect who draws a blueprint, and that blueprint serves as the pattern, as the guide, and a building is not well erected without a good, solid blueprint. Now each of you is in the process of building the structure of your lives, and the question is whether you have a proper, a solid and a sound blueprint..." Read the full speech below and build a wealthier life. Happy MLK Day! #mlkday

Our hearts go out to those impacted by the devastating wildfires in Southern California. For those who wish to support relief and recovery efforts for victims of these tragic fires, this is a list of charitable organizations identified by DAFgiving360 (formerly known as Schwab Charitable). You can make donations directly on the organizations' websites or contact one of our advisors to discuss giving via a Donor-Advised Fund.

We believe that informed decisions are the foundation of successful investing. That’s why we’re sharing this insightful article from our investment partners at Dimensional Fund Advisors that highlights timeless principles of investing, including the importance of diversification, staying disciplined, and focusing on what you can control. These concepts align with our approach to helping clients build long-term wealth through thoughtful, evidence-based strategies. #BuildingWealthierLives #wealthmanagement #wellbeing

Last year’s Wealth Architects University left us inspired and deeply grateful. It was truly remarkable to witness the connection and candor among those who attended as they worked together during the workshop to design their wealthier lives. A heartfelt thank you goes out to Darci Williams, Wayfinding Executive Coach, for her incredible leadership and energy to lead our day together. We also want to extend our gratitude to our amazing community of clients, professional advisors, and broader community who made the day so impactful. Click below for an executive summary of the event. #BuildingWealthierLives #wealthmanagement #wellbeing

As 2024 comes to a close, we reflect with gratitude on a year filled with growth, connection and impact. Together with our clients, community and team, we’ve celebrated milestones, tackled challenges and worked toward building wealthier lives and communities. Thank you to everyone who has been part of this journey – we are honored to walk alongside you. We wish you a joyful and prosperous 2025. Happy New Year from all of us at Wealth Architects! #BuildingWealthierLives #wealthmanagement #wellbeing

Relocating to another state is a big decision and involves many important considerations, both financial and non-financial. In our most recent blog, discover why a state’s tax structure should not be the only financial factor driving your decision and learn from experts who regularly help clients navigate multi-state scenarios.   This content is for informational purposes only and should not be considered tax advice; please consult a qualified tax professional for personalized guidance. #BuildingWealthierLives #wealthmanagement #wellbeing Chris Missirlian, CFP® Pat Phillips, CFP®

As we approach the end of the year, we'd like to remind our community about these three tax credits: 1) Energy Efficient Home Improvement Credit 2) Residential Clean Energy Credit 3) Clean Vehicle Tax Credit (New & Used) Our advisors have assembled the resources below to help inform you. This content is for informational purposes only and should not be considered tax advice; please consult a qualified tax professional for personalized guidance. https://lnkd.in/dJfciCie https://lnkd.in/d8aj4ds https://lnkd.in/evVtt3hK https://lnkd.in/gEitNurt https://lnkd.in/eb4SPD64