NOTICE: Due to the implementation of our new phone system, the Contact Center will close at 4:30 pm (PST) on Friday, December 8. It will re-open on Saturday, December 9 at 10:00 am during normal business hours. Learn more.

  •  
  • Earn up to $2,000 by consolidating your investment assets.*

    The more you move, the more you get
    • Simplify your finances - consolidate both retirement and personal investment accounts into just one account with Tech Wealth Management.**      
    • Get one statement while still maintaining a diversified portfolio.     
    • We take care of all the paperwork —and now you’ll reap an even bigger bonus at every level.    
    Bonus Levels

    Invest

    Bonus

    $1,000,000+

    $2000

    $750,000 - $999,999

    $1500

    $500,000 - $749,999

    $1000

    $250,000 - $499,999

    $750

    $100,000 - $249,999

    $300

    $25,000 - $99,000

    $150

    What are you waiting for?

    Get started today, call us at (800) 851-8549 to set up an appointment.

Icon/img/@alt

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

View Our Contact Info
Icon/img/@alt

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
Icon/img/@alt

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information

[+] Feedback