Financial advisor in San Jose, California.

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

San Jose is the capital of Silicon Valley and the Bay Area’s largest city — and our CEO, Nyle Bayer, grew up here. Many of the families we serve are technology professionals and executives whose wealth is concentrated in company stock and equity compensation, exactly the complexity that benefits from coordinated, tax-aware planning.

Who we work with in San Jose

For those who have earned what comes next.

San Jose technology professionals and executives with equity compensation, concentrated stock, and the tax complexity that comes with Silicon Valley wealth.

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 San Jose clients

We serve San Jose 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.