S P Asset Management

SP Asset Management LLC is a Private Wealth Management firm specializing in Portfolio Management, Tax Planning, and Estate Planning for Silicon Valley's Tech and Entrepreneurial Leaders. We provide financial solutions to entrepreneurs, founders, innovators, and executives who are the engine of today's knowledge economy. Our services include Portfolio Management, where we approach management through the lens of a Fundamental Investor, utilizing a balanced asset allocation to protect principal while providing returns designed to increase purchasing power over time. We also offer Estate Planning, with decades of experience dealing with Domestic and Cross Border Estate planning situations, to assist you in protecting the legacy you've worked hard to create for generations to come. Additionally, our Tax Planning services help with tax planning for stock option grants, QSB Stock, qualified retirement plans, and charitable/gifting strategies. Furthermore, we provide Financial Planning to navigate the unforeseen events in the future that we all experience. Our team, led by President/Principal Sandeep Pandya, has over two decades of experience in wealth management, investing, and financial markets. Sandeep is an entrepreneur and has over USD $1 billion in assets under management. He has mentored many CXOs and entrepreneurs on executive compensation, mergers & acquisitions, and joint ventures. Lucas Mosher, Director of Operations, has extensive experience in the Wealth Management Industry, specializing in international equity compensation and supporting High Net Worth Clients. Together, we offer expertise, diligence, and transparency to our global clients.