Vivek Thoppay

Background

About Vivek Thoppay

Vivek Thoppay began his career at Merrill Lynch Wealth Management in 2002. As the founder and strategic leader of The Thoppay Team, he serves a select group of highly successful clients, designing strategies that reflect their unique circumstances. For almost two decades, he has built a team that emphasizes intellectual rigor, in-depth customization and committed service. He and his team work closely with ultra-affluent individuals and families, helping them streamline financial complexities and capitalize on the opportunities of substantial wealth. Our days are spent working closely with high net worth families to explore their best financial options, given their unique, individual situations. My goal is to answer questions such as, what do I need to retire? Should I refinance my mortgage or buy rental properties? How do I protect my family from major life events? How do I plan my estate for optimal transfer to the next generation? Answering these questions while addressing all available options and scenarios builds comfort. Helping families meet or exceed their financial goals has always been my main driver. Vivek resides in Saratoga, CA, with his wife, Mallika, and two sons, Saahil and Rishaan. Vivek has been in the San Francisco Bay Area for over two decades. WHAT DO WE BELIEVE? • Busy clients don't always have time to optimally manage the moving parts of their financial picture. That's why our holistic approach extends to areas that may be neglected. • Being an effective advisor means appreciating a client's concerns and challenges. Some clients are selling a business and eyeing the next opportunity – others are moving closer to retirement, or moving closer to family. • By diversifying clients' portfolios using an institutional wealth strategy, we aim to take risk "off the table." To optimize clients' overall wealth, we may coordinate with their CPAs and attorneys.