San Francisco, CA Office

TechView Wealth Advisors serves technology employees and founders, private business owners, and individuals and families with cross‑border or international financial concerns. The firm offers integrated wealth management that combines portfolio management with financial planning and can assist clients in selecting third‑party managers for alternative investments.

Its investment process blends top‑down sector analysis, bottom‑up fundamental research and technical analysis, using both active and passive strategies and selective options strategies for hedging or income generation. Financial planning is provided only as part of the ongoing advisory relationship, and accounts may be managed on either a discretionary or non‑discretionary basis according to client authority.

Notably, the brochure emphasizes an atypical focus on clients with international needs — including recent arrivals to the U.S. and households with global assets — and discloses tailored operational choices to support those clients, such as custody relationships with custodians able to onboard international accounts and the firm’s use of standing letters of authorization for transfers between a client’s accounts. The firm operates as a small, two‑adviser boutique with documented compliance and custody safeguards and a business model that integrates planning into asset management rather than offering standalone planning engagements.