Context Wealth Advisors
Business details
- Category
- Financial Services · Financial planner
- Address
- 1901 S Bascom Ave Ste 1500, Campbell, CA 95008
- Phone
- (408) 905-3000
- Website
- contextwealth.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Campbell, Context Wealth Advisors provides financial planning and retirement guidance for families across Campbell and the South Bay. We help clients build clear plans for their goals, from managing income and investments in retirement to making sure their long-term finances are on track.
Our approach is patient and personal: we take the time to make sure every question is answered and every option is explained before any decision is made. We tailor our advice to each client's risk tolerance and circumstances, and we present the alternatives so you can choose with confidence.
Many of the families we work with have been with us for a decade or more, and we value the trust that relationship represents. Our team responds promptly when questions come up, so you are never left waiting for an answer.
To start a conversation about your financial plan, visit our website or give us a call.
Our approach is patient and personal: we take the time to make sure every question is answered and every option is explained before any decision is made. We tailor our advice to each client's risk tolerance and circumstances, and we present the alternatives so you can choose with confidence.
Many of the families we work with have been with us for a decade or more, and we value the trust that relationship represents. Our team responds promptly when questions come up, so you are never left waiting for an answer.
To start a conversation about your financial plan, visit our website or give us a call.