At Parallax Wealth Management, we know you've built a successful life, and managing and protecting your growing wealth has become increasingly complex. We're dedicated to simplifying this complexity, providing clear guidance and support to help you live your best life.

We specialize in working with successful technology professionals and people who are nearing or in retirement. We meet you where you are and align your wealth with where you want to go, using innovative strategies that uncover your true financial potential. We dig deep to find the opportunities others miss, and help you bring everything together into one cohesive, tax-efficient plan.