Financial advisor in Palo Alto, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Palo Alto and the surrounding Santa Clara County. We coordinate financial planning, investment management, tax planning, and estate planning under one roof, so nothing falls through the cracks between your advisor, your accountant, and your attorney.

Palo Alto sits at the heart of Silicon Valley, home to Stanford and a dense community of founders, executives, and venture investors. The households we work with here often carry concentrated equity, pre- and post-IPO stock, and layered tax decisions that a coordinated plan is built for.

Who we work with in Palo Alto

For those who have earned what comes next.

Palo Alto founders, executives, and investors navigating equity compensation, liquidity events, and concentrated stock.

Typically pre-retirees and retirees with $1M or more in investable assets and the kind of complexity that goes beyond a simple portfolio.

What we do

Four disciplines, one team, one plan.

Financial Planning

A working model of where your money is today and where it can take you.

Investment Management

Actively managed portfolios designed around your plan and structured for tax efficiency.

Tax Planning

Built into your strategy year-round — the decisions that compound over a lifetime.

Estate Planning

Documents prepared and reviewed by qualified attorneys, coordinated with your plan.

Explore our services

How we work with Palo Alto clients

We serve Palo Alto families across Silicon Valleyby video and phone, with in-person visits when they make sense. Our CEO, Nyle Bayer, grew up in the Bay Area, so we know the region — and the equity-heavy, tax-complex wealth that comes with it — well.