Smarter Wealth Management, Built for the Future

We help innovators, entrepreneurs, and professionals grow and protect their wealth with clarity, precision, and purpose.

Our Philosophy

Wealth is a Tool — People Are the Purpose

At Silvergate, connection matters. We’re redefining access to thoughtful, tech-enabled wealth management for a more open and inclusive world.

Our promise to you

Time Back

White-Glove Support

Risk reduction

Peace of mind

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“Silvergate helped me sell my startup and actually understand what to do with the money. They’re sharp, calm, and two steps ahead.”

Sean H., Founder & CEO, SF Tech Company

Investment Management

Algorithmic insights + human experience to help your portfolio thrive.

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Retirement & Tax Planning

Navigate complex decisions with clear, strategic advice.

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Equity & Liquidity Planning

Tailored strategies for startup founders, tech employees, and executives.

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Quietly powerful. Meticulously tailored. Always ahead.

23900

$100M+ Assets Under Advisement

1208

San Francisco-based, nationally focused

234965

25+ Years Experience

23876

95% Client Retention Rate

Meet the Team

Who You Work With Matters

Ethan Nakamura

Partner & Chief Investment Strategist

Jasmine Patel

Partner & Head of Financial Planning

Leo Chen

Director of Client Experience