How to Win & Serve in Silicon Valley, the Epicenter of Competitive Wealth

Serving high-net-worth clients in Silicon Valley isn’t for the faint of heart—it’s one of the most competitive arenas in wealth management. Matt is joined by guest co-host Ken Hullings and special guest Matt Weaver of Fremont Bank to unpack how he built a $500M advisory practice from scratch and what it takes to win in this fast-paced market. Matt shares what it really takes to win tech executives and business owners, why trust and judgment matter more than performance, and how leading with planning, tax strategy, and strong bank partnerships can drive sustainable growth in even the most competitive markets. Whether you’re targeting affluent clients or scaling your practice, this episode offers a behind-the-scenes look at what drives success at the highest levels. Follow Matt on LinkedIn here!