Azul Private Wealth is an independent, fee-only wealth management firm serving individuals and families from San Jose and nationwide. The firm aims to make financial decisions clearer and less complex through thoughtful planning, disciplined investing, and long-term client relationships. As a fiduciary, Azul says it is committed to acting in clients’ best interests and helping them make informed choices with confidence.

Its services include investment management, retirement planning, tax-aware strategies, equity compensation planning, college and education planning, estate and legacy coordination, and cash flow and financial planning. Azul also works with business and practice owners on their financial planning needs. The firm offers an introductory meeting to discuss a prospective client’s goals and assess whether the relationship is a good fit, with no obligation. Founded by Chris Weir, Azul provides financial advice for important life decisions and presents its approach, services, insights, and answers to common questions about fees through its website.