Financial advisor in Santa Clara, California.

Up Capital Management is an independent, fee-only fiduciary wealth management firm serving Santa Clara 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.

Santa Clara sits at the center of Silicon Valley, home to major technology employers and a workforce building real wealth through equity. We coordinate that equity with tax, investment, and estate planning under one roof.

Who we work with in Santa Clara

For those who have earned what comes next.

Santa Clara technology professionals coordinating equity, tax, and long-term planning.

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 Santa Clara clients

We serve Santa Clara 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.