Your Wealth Shouldn't Be Mediocre

Most financial advisors are lazy.

They allocate your hard-earned money into a basket of passive index funds, collect their fee, and call it “professional management.”

You deserve better.

While everyone else settles for market averages, we hand-pick individual stocks that actually move the needle.

Your retirement shouldn’t be left to chance.

It should be actively managed by fiduciaries who actually care.

Welcome to Paraiba Wealth.

Here’s What Most Advisors Won’t Tell You:

Index funds are the lazy investor’s solution to wealth management.

Think about it:

We take a different path.

What makes us different?

Most advisors set and forget your assets after initial allocation.

We actively build and manage individual stock portfolios using:

– Deep fundamental research

– AI-powered data and insights 

– Decades of experience navigating market cycles

This isn’t set-it-and-forget-it investing. This is strategic, hands-on wealth building.

Navigating your financial future calls for strategies tailored to your life stage and long-term goals. You shouldn’t have to “ride out” every market downturn. 

Instead, we provide:

  • Focused investment strategies used by ultra-wealthy families
  • Downside protection when it matters
  • Optimized Restricted Stock Unit (RSU) and equity compensation strategies for retirement planning
  • Tax-efficient retirement income planning

We’ve guided clients through the 2008 financial crisis, the 2020 pandemic, and every market cycle in between and since.

As Certified Financial Planner Professionals (CFP®) and fiduciaries, we’re legally and ethically obligated to prioritize your best interests first. Every strategy we propose is designed to serve your goals first and foremost. This philosophy extends to our client-aligned compensation—transparent and directly tied to your success.

Here’s what people are asking

Answer

Our goal is to help you get the most out of life with your money - we help clients with:

Answer

Our best-fit clients are those who have built a portfolio or savings of at least $500,000. They’ve done a great job of saving but don’t want to be tied down with all the work of doing everything needed to get the most out of their money.

Answer

We’re an independent registered investment advisor. This means we’re not tied to specific products or strategies and can recommend what’s truly the best fit for your situation. We’re also a fiduciary financial advisor and are obligated to put your best interests first. We’re based in the San Francisco Bay Area, though we typically work with people remotely throughout the United States and Asia Pacific. We’ll meet multiple times to kick off and hold review meetings throughout the year.

Answer

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account. We don’t get paid through any type of commission, kickback, or other undisclosed revenue. There’s no additional charge for financial planning advice we provide.

We help clients with:

Retirement planning

Investment management

Employer equity compensation

Tax planning

Estate planning

Insurance review

Cash flow planning

Ready to Stop Settling for Average?

Book your complimentary strategy session.

Here’s what we’ll cover:

→ Analyze your current portfolio and uncover opportunities

→ Show you how active management works
→ See if you’re a fit for our approach

No sales pitch. Just honest analysis.

Hi, I’m Allan —

My conviction in active investing began while I was still a student at UC Berkeley. While my peers were planning their summer holiday plans, I spent my time researching stocks and working on compounding my investments.

The core of my approach was finding disruptive or high-growth companies early and holding them with conviction. Holding high-growth stocks through market cycles and compounding wealth is what enabled me to retire by my late 30s. 

Drawing on institutional experience from Charles Schwab Asset Management, Marcuard Family Office, and co-managing over $500 million at Redwoods Global Asset Management, today, I apply a rigorous process to uncover growth. 

That’s the experience and philosophy I bring to our clients. 

My role is to cut through market noise and uncover tomorrow’s opportunities before they become mainstream.