Capital V Group
Business details
- Category
- Financial Services · Financial advisor
- Address
- 10080 N Wolfe Rd SW3-200, Cupertino, CA 95014
- Phone
- (408) 725-7122
- Website
- capitalvgroup.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–7 PM
- Tuesday: 9 AM–7 PM
- Wednesday: 9 AM–7 PM
- Thursday: 9 AM–7 PM
- Friday: 9 AM–7 PM
- Saturday: Closed
- Sunday: Closed
About
Capital V Group is a financial advisory firm in Cupertino, Santa Clara County, focused on helping individuals and families grow and protect their wealth. We build personalized strategies around each client's goals, timeline and comfort with risk, with the aim of steady capital growth alongside preservation.
Our guidance is clear and jargon-free, so you always understand the reasoning behind each decision. We take a fiduciary approach, placing your individual needs first and recommending only what you actually need.
Many of our clients have worked with us for years, and we pride ourselves on prompt responses and being readily available for calls when questions or concerns come up. This is especially valuable during retirement planning and in uncertain markets, when a calm, consistent partner matters most.
To start a conversation about your financial goals, call our office or stop by.
Our guidance is clear and jargon-free, so you always understand the reasoning behind each decision. We take a fiduciary approach, placing your individual needs first and recommending only what you actually need.
Many of our clients have worked with us for years, and we pride ourselves on prompt responses and being readily available for calls when questions or concerns come up. This is especially valuable during retirement planning and in uncertain markets, when a calm, consistent partner matters most.
To start a conversation about your financial goals, call our office or stop by.