About Silvergate Wealth

About Silvergate wealth

Clarity in a Complex World

We founded Silvergate Wealth with a simple belief: personalized financial advice should be as sophisticated as the lives of the people it serves.

From startup founders navigating liquidity events to professionals balancing equity compensation, we specialize in complexity and simplify it. With deep expertise, cutting-edge tools, and a human-first mindset, we help you move forward with confidence.

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Clarity over complexity

Honesty over hype

Strategy over sales

People over platforms

25+ years of experience

Why choose us

Financial advice often feels outdated.
We built Silvergate to change that.

Boutique by Choice

A focused, three-partner team with no junior handoffs. You’ll always work directly with an experienced advisor who understands your full financial picture.

Tech-Enabled, Advisor-Led

We combine intelligent software with real human insight to deliver fast, personalized solutions. You get the best of both worlds, efficiency and deep expertise.

Fiduciary Standard

We’re obligated to act in your best interest, and we take that seriously. Our advice is transparent, conflict-free, and never driven by commissions.

Nationwide, San Francisco Based

While our roots are in the Bay Area, we serve clients across the country. Wherever you are, we’re ready to help you move forward with clarity and confidence.

Meet the Team

Get to know the partners behind Silvergate

Ethan Nakamura

Partner & Chief Investment Strategist

Ethan combines two decades of market insight with a data-driven approach to portfolio design. Previously with BlackRock and a CFA Charterholder.

Mauritius Konrad

Partner & Head of Financial Planning

Jasmine specializes in strategic planning for high-income professionals and entrepreneurs. She’s a CFP® with a background in tech startup finance.

Kosmas Basant

Director of Client Experience

Leo leads digital innovation and ensures every client interaction is seamless, secure, and intuitive. He has an MBA from Berkeley Haas, fintech advisor.

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