Traveka Wealth
Traveka Wealth
Los Altos, CA
Serving Clients Nationwide
Customized wealth management solutions for successful individuals and families.
5 out of 5 Stars
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Primary Advisor Locations
Traveka Wealth
Locations
📍 175 S. San Antonio Road, Suite 101, Los Altos, CA 94022
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About Traveka Wealth
Traveka Wealth is an independent registered investment advisor providing customized wealth management solutions for successful individuals and families. Situated in the heart of Silicon Valley, we specialize in tax, equity compensation, and financial planning matters facing professionals whose lives and careers have been shaped by the technology sector.Your roadmap to financial success
We believe your financial journey can be likened to a road trip — full of twists, turns, and exciting destinations. Our research-driven, pragmatic, and analytical process enables us to serve as a trusted navigator on your journey, guiding you towards your financial goals with clarity, confidence, and peace of mind.
Independent advice, tailored solutions
At Traveka, our independence is our strength. Free from the constraints of large financial institutions, we have the freedom and incentives to prioritize your best interests. This allows us to deliver unbiased advice and bespoke solutions that align with your unique financial goals and challenges.
Is Traveka Wealth a good fit for you?
For the smoothest journey, we work with clients who:
✔️ Want to entrust their financial planning and investment management to professionals
✔️ Need help navigating the complexities of stock-based compensation
✔️ Have at least $2 million in investments to be managed and/or are willing to pay a minimum annual fee of $20,000
Ready to embark on your financial journey? Contact us today to schedule a consultation and start building out your roadmap with expert guidance by your side.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Individuals
- Parents
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
We have been working with Traveka, (especially with Sharon and Praggie) for a few years now, and I can confidently say they have been attentive, professional, and thorough.
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy, professional, knowledgeable, and patient.
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
Trust and confidence in professionals are never more important than more than when you're dealing with your assets and the future planning required to care for yourself and your family. I have complete confidence in the professionals at Traveka Wealth Management. They are excellent educators, explaining different aspects of investment strategies. They answer my many questions with patience and never push an idea but give me time to understand the information. My portfolio continues to grow as their advice is put into action. I am very grateful for their care. Thank you, Tony and Praggie!
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 19, 2025
Tony and Praggie's guidance, patience, and professionalism continue to increase my knowledge and confidence in my decision-making with my assets. They have walked with me through some very big transitions, and their kindness and knowledge have kept my investments on the winning side. Time with them is always a pleasure and a learning experience. I am very grateful!
Relationship to Financial Advisor: Client as of Oct 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
My husband and I have had the extreme pleasure of working with Tony for the past ten years. Tony's attention to detail, his timely and thorough responses to our inquiries, and his financial advice have far exceeded our expectations. His team is also available to provide assistance with obtaining answers to your requests or questions in a timely manner.
As the team and the company have grown over the years, so has their performance. In our opinion, both Tony and his team have far exceeded the five-star standard rating!
Our moto is: "Wherever Tony and his team go, we will follow!"
Sincerely,
Pat and Patti E.
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 25, 2025
I have been a member of Traveka since early in its inception. I have always been satisfied with their personalized attention to my account to the extra time and effort they make while overseeing my investments. I recommend them highly and value the work they do on my behalf.
Relationship to Financial Advisor: Client as of Sep 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2025
Tony, Sean & new-to-team-Traveka, McKenna, are absolutely the best. For many years we've benefited from these advisors--both for business & personal finances. Twice annually we get updated re our portfolio & discuss current financial activity. We've also discussed our estate & tax changes associated with current law. They are always available when we need them.
Relationship to Financial Advisor: Client as of Sep 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2025
We have been working with Tony to manage our financial planning for nearly two decades now. The firm has changed a few times but he has been the constant. We follow him wherever he is practicing. He and his team have come to know us like family. We share our goals, assets, and risk profile, and he assembles it all into a plan that we feel confident in. He listens, he is responsive, and he peeks around corners for us. Beyond just investments, he has helped us properly insure, has helped us consider complicated investments, and has helped us manage our estate. We trust Tony and his team deeply.
Relationship to Financial Advisor: Client as of Sep 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2025
Highly Recommend! My husband and I have been working with Tony and Sean over the past few years and feel much more at confident and secure in our path forward. They consistently prioritize our best interests, offering transparent and tailored guidance. Tony does an amazing job explaining complex financial strategies which we really appreciate. Their expertise and trustworthiness have put our minds at ease about our financial future and retirement.
Relationship to Financial Advisor: Client as of Sep 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 3, 2025
I highly recommend Traveka. My trusted advisors, Tony and Sean, have been invaluable in the lead-up to my retirement, which is now on the horizon. Their thoughtful guidance has helped me navigate both the financial and emotional aspects of this transition with clarity and confidence.
Genuine and personable, they consistently show up prepared, responsive and ready to help—making a complex process feel far more manageable. I deeply value their expertise, not only in managing my financial accounts, but also in the broader aspects of planning. They’re quick to respond between calls, and their support extends to reviewing my tax return and trust/will, offering insightful suggestions, and helping me evaluate employer benefit options. Their comprehensive approach has made a real difference.
I’m looking forward to a continued and long-term partnership.
Relationship to Financial Advisor: Client as of Aug 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 31, 2025
Traveka Wealth offers the ideal combination of expertise, understanding my needs, providing easy access to information and reports and a high level of customer service. I have been a client for many years and appreciate that I can rely on them as my circumstances change and the world get more complicated.
Relationship to Financial Advisor: Client as of Jul 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2025
Here is the long and short of it. Because of the Traveka team I sleep very well at night. I have had my funds with Tony when he was a newbie at Bedrock, and when he went up in the ranks at United Capital, then Goldman Sachs & now with his own shingle at Traveka. I trust him and his team 100% to do the right thing on my behalf. My goal is to never run out of money and they have provided that path. I have recommended Traveka to friends and relatives, many of whom took my advice. I will continue to do so.
Relationship to Financial Advisor: Client as of Jul 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
We have been working with Tony for two decades and have the utmost faith in him. Sean has been a valuable addition to the team. They are both responsive, patient and helpful.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Get answers to frequently asked questions regarding the services offered by Traveka Wealth
View Disclosures
FAQs
Can you meet virtually and work with people in other states?
We’re happy to meet with you in the way that’s most convenient for you, virtual or in-person. Most of our clients reside in the San Francisco Bay Area, but geography is not a limitation— we currently help approximately 150 families across 16 states. We make use of the best available technology tools to meet virtually with prospective and current clients in a secure online environment.
Who are your typical clients?
We do our best work with individuals and families whose financial fortunes have been shaped by the technology industry. Our expertise and history working with stock-based compensation and tax planning delivers enormous value to those in this situation.
Who is the founder of Traveka Wealth?
Tony Blagrove is the CEO and founder of Traveka Wealth, LLC and leads the company in delivering outstanding service and guidance to all the firm’s clients.
Before starting Traveka Wealth, Tony was a Vice President at Goldman Sachs Personal Financial Management in Menlo Park, CA, where he oversaw the Silicon Valley office. Prior to that, Tony was a Managing Director with United Capital Financial Advisors in Los Altos, CA. Tony began his financial advisor career in 2007 working at a boutique registered investment advisor (RIA) Bedrock Capital. Read Tony's full bio
