Los Gatos

California

475 Alberto Way, Suite 210
Los Gatos, CA 95032
t: 408.436.9800

Financial Advisors in Los Gatos, CA

Los Gatos is known for innovation, scenic beauty, and a high quality of life. Whether you’ve built your wealth through the tech industry, business ownership, or years of thoughtful saving, managing it with intention is key to protecting your future. Savant Wealth Management can help you do exactly that, with customized planning and investment strategies tailored to your goals.

Our financial advisors serve individuals and families who value personalized guidance and long-term relationships. We offer a full suite of services grounded in academic research and decades of real-world experience. Our Los Gatos office, located at 475 Alberto Way, provides a welcoming environment where we can begin meaningful conversations about your future.

While many of our clients have $750,000 or more in investable assets, we tailor our services to each client’s situation and goals. If you’re looking for a partner to help you make smart, informed decisions, we invite you to schedule a consultation with our Los Gatos team.

Why Choose Savant in Los Gatos for Financial Planning?

Choosing a financial advisor is an important decision, especially in Silicon Valley, where many financial situations involve equity compensation, concentrated stock positions, and complex tax planning. At Savant, our goal is to help simplify those challenges through a personalized, fiduciary approach.

We do not sell products or earn commissions. Our advice supports your goals and objectives. With in-house professionals in investment research, tax, estate planning, and retirement income, we collaborate across specialties to help deliver coordinated, integrated advice.

Whether you’re navigating a liquidity event, preparing to retire, or reviewing your estate plan, our Los Gatos team stands ready to support you with insight, discipline, and care.

Financial Services Offered at Our Los Gatos Office

Our Los Gatos office provides comprehensive wealth management services for individuals, couples, families, and business owners. We create tailored financial plans that reflect your values and goals while helping you address today’s decisions and prepare for the future.

We offer financial planning, investment management, retirement income strategies, tax optimization, and estate and legacy planning. Our team works with you to address the unique complexities of your financial situation and help align your wealth with your values.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Meet Our Los Gatos Financial Advisors

Our team in Los Gatos includes experienced financial professionals with diverse backgrounds and specialized knowledge. Every advisor follows Savant’s evidence-based philosophy and acts as a fiduciary, placing your needs at the center of every recommendation.

We believe in building relationships over time. You’ll work with a team that understands your goals, adapts to your evolving needs, and delivers consistent, personalized advice. Meet the professionals who are proud to serve the Los Gatos community and the greater Bay Area.

Bruce R. Barton

CFP®, CFA®, MBA

Managing Partner / Financial Advisor

Michal A. Zyla

CFP®

Financial Advisor

I. Maximilian Gonda

CFP®

Financial Advisor

Meet the Full Team

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Financial Planning Tools and Resources for Los Gatos Residents

We believe informed clients make better financial decisions. That’s why we offer a wide range of educational tools, including articles, webinars, downloadable guides, and checklists covering topics like Social Security, tax strategies, retirement income, and market behavior.

Whether you prefer to explore topics independently or would rather have a guided conversation with an advisor, our resources are designed to support every stage of your financial journey.

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Connect with a Financial Advisor in Los Gatos, CA, Today

If you’re looking for a trusted partner to help you plan for the future, our team in Los Gatos is ready to connect. Call us at 408.436.9800 or schedule an introductory consultation. We’ll take the time to understand your goals, answer your questions, and develop a strategy designed to support your long-term financial wellness.

What types of clients do you typically serve in Los Gatos?

We work with individuals, couples, and families planning for or living in retirement. Many are business owners or tech professionals navigating financial transitions. Most have $750,000 or more in investable assets and want long-term guidance from a fiduciary advisor. We tailor our services to fit your needs, not just your net worth.

What should I expect during my first meeting with a financial advisor in Los Gatos?

The first meeting is a chance to get to know each other. We’ll discuss your goals and walk you through our planning process. If you want a more robust conversation, you can bring documents such as tax returns, investment statements, retirement account information, and a list of your financial goals. This helps us better understand your situation and tailor our recommendations.

How do I get to the Savant office in Los Gatos?

Our office sits at 475 Alberto Way, Suite 210, just off Highway 17 near downtown Los Gatos. You’ll find us in the Los Gatos Commons office park, with free on-site parking available.

What does it mean to work with a fiduciary financial advisor in Los Gatos?

Fiduciary advisors must legally and ethically act in your best interests. At Savant, this responsibility is at the core of everything we do.

What makes Savant different from other financial advisors in Los Gatos?

We offer independent, fee-only financial advice with no commissions or product sales. As a fiduciary, we focus solely on your best interests. Our team-based approach gives you access to specialists in investment management, tax planning, estate planning, and more, all working together to support your goals.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.