About Us

Wealth Built With Purpose
Welcome to "Artha Wealth Management." Inspired by the Sanskrit term "Artha," we believe that wealth should have a greater purpose beyond financial gains. As your trusted advisors, we are passionate to help you discover the profound meaning behind your wealth and aligning it with the lasting impact you desire to create in the world.

Perspective Built On Diversity
Put simply, diversity is not a checkbox initiative for our team. At every level, we bring together a rich blend of perspectives, backgrounds, and identities. First and foremost, we believe this helps us cultivate an environment where every client is understood, valued, and represented — where meaningful connections can be forged with people from all walks of life. But we also believe our diversity helps us better serve our clients for the future, enhancing our ability to think outside the box, challenge conventional approaches, and explore creative solutions to address the complex financial challenges of today's economic environment.

Guidance Built For Your Legacy
As a young, dynamic team with a wealth of industry experience, we offer a distinctive promise: we'll help you build your legacy, and we'll be here to help your children preserve it. In other words, we're a bridge between generations — not just for dollars and cents, but for your values and priorities as well. In fact, we regularly meet with our clients' children to help them develop the financial literacy needed to make smart choices for their future. By focusing on the family as a whole, we help you and your loved ones build a true legacy of excellence, with a lasting impact that extends generations.

In Addition to Financial Planning and Asset Management, our services include:
  • Family Office Resources and Advisory
  • Executive Compensation, 10b5-1 Design and Implementation
  • Risk, Insurance and Multi-Generational Estate Design
  • Business Planning, Succession & Exit Strategies
  • Cash Management and Lending
  • Tax Mitigation Strategies
  • Retirement Planning
  • Lifestyle Advisory
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Equity Compensation

Tab Image
Making money in Silicon Valley isn’t easy. Neither is preserving it. At Artha Wealth Management, we recognize the complexity and interconnectedness of your financial life. Our goal is to help simplify your finances, so you can focus on what truly matters to you, within and outside of your career. Our seasoned team is dedicated to guiding you at every step of your complex financial landscape — helping you design creative solutions to optimize your wealth management approach, overcome obstacles, and achieve your long-term objectives.
Equity Compensation and Workplace Advisory Services
Today, equity-based compensation is par for the course. But the volatility of assets like stock options and restricted stock units can make planning for the future complicated. Our custom, comprehensive strategies are designed to help you navigate this volatility with an eye toward tax implications and liquidity needs. We provide tailored investment solutions to help you diversify your holdings and align your portfolio with your retirement and legacy goals. With a Workplace Advisor-Equity Compensation Specialist on our team, we even have the capabilities to collaborate with company leadership to provide their employees with comprehensive financial education and planning services across restricted stock units, stock options, and employee stock purchase plans. Not only can this help employees achieve greater financial wellness, but it can also help companies attract and retain top talent.
Our Process: The Artha FORMula
The Artha FORMula is rooted in our belief that every client is unique. When working with a new client, our goal to is to learn about who you are and what matters to you most: Family, Occupation, Recreation, Motivation. By taking the time to learn your individual F.O.R.M., we implement our team’s proprietary Wealth Navigator to help organize all aspects of your financial life. This includes your family, professional advisors, life goals, strategies to achieve your goals, and our approach to execute these strategies.
Complex Tax & Regulatory Considerations
Any time significant wealth is involved — let alone sudden wealth accumulation — tax consequences must be a priority. Our team equips you with an in-depth knowledge of tax codes and regulations specific to high and ultra-high net worth wealth. Collaborating with your team of advisors, we provide guidance on stock option exercises, capital gains treatment, Rule 10b5-1, and transfer strategies to help you make informed financial decisions.
Value-Aligned Strategies
For many of our clients, their focus isn’t just on accumulating wealth, but about using that wealth to make a positive impact on the world around them. As advisors, we help you align your financial strategies with your family and community values. This includes everything from Donor-Advised Funds to Endowments and Family Foundations.

Case Studies and Why We Do It?

    Icon Image
    Case Study #1
    Years ago, we began working with two company founders whose business was in its early stages of growth. But at the time, they lacked the professional team needed to organize and optimize both their business and personal affairs. Recognizing this, we stepped in to assemble a specialized group of professionals including CPAs, attorneys, and insurance professionals to ensure they were well-prepared for the success we envisioned for them.

    As the business grew over the years, so did their assets and needs. Thus, we continued to refine their financial, estate, and tax planning strategies, implementing a variety of tactics such as gifting strategies, life insurance planning, and advanced estate planning. At every step, we aimed to support their business growth while also safeguarding their family's estate and tax planning needs. Eventually, they began divesting portions of their business, confident that their personal and family needs, as well as their philanthropic goals, would be met for generations to come.

    By implementing effective strategies, we’ve been able to help generate significant savings in their estate taxes and income taxes over time. But we take even greater pride in the deep bond that has developed between us. Their care for our team and our families matches our own care for theirs. This is the reason we’re in this business: to build enduring relationships while helping clients achieve their financial goals and create lasting legacies.
    Case Study #2
    When a young married couple sought our help, their company was preparing to go public. They knew the IPO would have significant implications on their lives, presenting both exciting opportunities and complex challenges. But they came to us because their goals were complex. Beyond securing themselves and their children for the future, they also wanted to provide care for aging parents who lived abroad, help extended family members relocate to the United States, and make a charitable impact.

    Our team got to work on all fronts. We crafted a customized financial plan and tax-efficient investment strategy that accounted for their goals, concerns, risk tolerance, and philanthropic mission. Utilizing advanced modeling techniques, we helped them envision the impact of various economic scenarios. And recognizing the multifaceted nature of their financial journey, we built out their network of accountants and attorneys to help cover all facets of their evolving needs.

    As we guided the family through their IPO journey, we nurtured a relationship built on trust, empathy, and patience. After all, a sudden wealth event can be dizzying for clients. There’s so much to consider, so many decisions to be made. Our goal was to help them achieve clarity and confidence. That’s why we took the time to understand what truly mattered to them, and to give them the tools and insights they needed to understand where they stood — and where they were headed.

    The bottom line is that our team goes beyond the numbers. We want to know what’s important to our clients and what keeps them up at night. By taking the time to explore the deeper meaning of their wealth, we help empower them to achieve their aspirations, protect their family, and preserve their legacy.

What is "Quiet Wealth?"

"Quiet wealth" is a term used to describe individuals or families who have a significant amount of wealth but prefer to live without the ostentation typically associated with affluence. These are people who might have net worth in the tens or even hundreds of millions but lead regular lives and might even blend into an average neighborhood.

There are many people today who fit this description — often gaining significant wealth quickly through equity compensation or a successful IPO — and many need guidance in managing their newfound financial resources. This is where our team steps in, offering a full-service wealth management service.

In any sudden wealth event, our team manages the quantitative side of things: strategizing tactics to help minimize tax consequences, diversifying concentrated equity positions, setting up trusts and estate planning. But we also help you understand the qualitative side of your wealth — in other words, its purpose in your life, which often includes charitable interests and legacy goals.

As our client, we can also equip you with a Signature Access Lifestyle Advisor. This exclusive concierge service acts as an extension of our team, focused intensively on aligning your wealth with your everyday needs. This includes professional guidance spanning travel and concierge services, college admissions counseling for your children, health and security services, aircraft and yacht advisory, staffing and real estate services, and more.

In a world increasingly focused on outward displays of wealth, the concept of quiet wealth is refreshing. It represents a shift in values, emphasizing the importance of purpose and meaning. This ties back to our team’s name, "Artha," and the belief that wealth should have a purpose. Having decades of experience helping executives with equity compensation and IPOs, we understand their unique needs and circumstances. Using this approach, we help them navigate their financial futures with confidence, purpose, and a focus on the values that truly matter to them.
 

We Are a Seasoned Team with Leading Credentials

Financial Advisors 4 Client Experience Associates
2 Certified Financial Planners®
Family Wealth Director
International Client Advisor
2 Insurance Planning Directors
Portfolio Management Director
Executive Financial Services Director Workplace Advisor - Equity Compensation

We Have a Track Record of Excellence

  1. Forbes Best-In-State Wealth Management Teams 2025 (Team)
  2. Forbes Best-In-State Wealth Advisors 2024 (Matt Barker)
  3. Forbes Best-In-State Wealth Advisors 2024 (Christina Yuni)
  4. Forbes Top Women Wealth Advisors Best-In-State 2024 (Christina Yuni)
  5. Forbes Best-In-State Wealth Management Teams 2024 (Team)
  6. Forbes Best-In-State Wealth Advisors 2023 (Matt Barker)
  7. Forbes Best-In-State Wealth Advisors 2022 (Matt Barker)
  8. Forbes Best-In-State Wealth Advisors 2022 (Christina Yuni)
  9. Forbes Top Women Wealth Advisors 2022 (Christina Yuni)
  10. Forbes Best-in-State Wealth Advisors 2021 (Christina Yuni)
  11. Forbes America's Top Women Wealth Advisors 2021 (Christina Yuni)
  12. Working Mother Magazine SHOOK Research's Top Wealth Advisor Moms 2020 (Christina Yuni)
  13. Forbes America's Top Women Wealth Advisors 2020 (Christina Yuni)
  14. Forbes Top Next-Gen Wealth Advisors 2020 (Matt Barker)
  15. Forbes Best-In-State Wealth Advisors 2020 (Christina Yuni)
  16. Forbes Best-in-State Next-Gen Wealth Advisors 2019 (Matt Barker)
  17. Working Mother Magazine SHOOK research's Top Wealth Advisor Moms 2019 (Christina Yuni)
  18. Forbes Best-In-State Wealth Advisors 2019 (Christina Yuni)

We Have the Skillset to Guide You at Every Step of Your Financial Journey

  • Stock Options and RSUs — Expertise in navigating and optimizing stock options, RSUs, and other equity compensation plans unique to your industry to fuel wealth accumulation.
  • IPO and Liquidity Events— Guidance during initial public offerings and liquidity events, managing windfalls, and creating a diversified investment portfolio.
  • Wealth Preservation and Growth— Tailored wealth management strategies to preserve and grow your wealth while adapting to industry trends.
  • Philanthropy and Impact Investing— Assistance with charitable giving, philanthropic foundations, and impact investing opportunities.
  • Estate Planning and Legacy Protection— Advanced estate planning techniques to protect and transfer wealth across generations, ensuring a lasting financial legacy for your family and philanthropic endeavors.

Our Partnership to Morgan Stanley Allows Us To Meet Needs Spanning:

  • IPOs and other liquidation events
  • Estate Transfer
  • Aircraft and Yacht Advisory
  • Personal and Home Security
  • Eldercare Services
  • Travel and Concierge Services
  • Executive Coaching

Disclosures:

  1. Forbes Best-In-State Wealth Management Teams - Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24.
  2. Forbes Best-In-State Wealth Advisors – Source: Forbes (Awarded Apr 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 – 6/30/23.
  3. Forbes Best-In-State Wealth Advisors – Source: Forbes (Awarded Apr 2024). Data compiled by SHOOK Research LLC based on time period from 6/30/22 – 6/30/23.
  4. Forbes Top Women Wealth Advisors Best-In-State – Source: Forbes (Awarded Feb 2024). Data compiled by SHOOK Research LLC based on time period from 9/30/22 – 9/30/23.
  5. Forbes Best-In-State Wealth Management Teams – Source: Forbes (Awarded Jan 2024). Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
  6. Forbes Best-In-State Wealth Advisors – Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/19 – 6/30/20.
  7. Forbes Best-In-State Wealth Advisors – Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 – 6/30/21.
  8. Forbes Best-In-State Wealth Advisors – Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 – 6/30/21.
  9. Forbes Top Women Wealth Advisors – Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 – 9/30/21.
  10. Forbes Best-In-State Wealth Advisors – Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 – 6/30/20.
  11. Forbes America's Top Women Wealth Advisors – Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 – 9/30/20.
  12. Working Mother Magazine SHOOK research – Source: Forbes.com (Awarded October 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 – 3/31/20.
  13. Forbes America's Top Women Wealth Advisors – Source: Forbes.com (Awarded April 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 – 9/30/19.
  14. Forbes Top Next-Gen Wealth Advisors – Source: Forbes.com (Awarded September 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/– 6/30/19.
  15. Forbes Best-in-State Wealth Advisors – Source: Forbes.com (Awarded January 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18 – 6/30/19.
  16. Forbes Top Next-Gen Wealth Advisors – Source: Forbes.com (Awarded September 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/17 – 6/30/18.
  17. Working Mother Magazine & SHOOK research – Source: Forbes.com (Awarded October 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 – 3/31/19.
  18. Forbes Best-in-State Wealth Advisors – Source: Forbes.com (Awarded February 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 – 6/30/18.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

1400 Page Mill Rd
Palo Alto, CA 94304
US
Direct:
(650) 496-3934(650) 496-3934
Toll-Free:
(800) 456-0914(800) 456-0914
Fax:
(650) 267-4294(650) 267-4294

Meet Artha Wealth Management Group

Photo of Matt Barker

Matt Barker, CFP®

Executive Director, Wealth Management, Financial Advisor, Executive Financial Services Director, Family Wealth Director, Portfolio Management Director, Alternative Investments Director, Insurance Planning Director, Lending Specialist, Workplace Advisor - Equity Compensation
Schedule Meeting
Phone:
(650) 885-5865(650) 885-5865
Photo of Gabriel De Oliveira

Gabriel De Oliveira

Client Service Associate
Phone:
(650) 496-4249(650) 496-4249
Photo of Sarah Delaney

Sarah Delaney

Group Director
Phone:
(650) 582-9037(650) 582-9037
Photo of Sarah E. Hipolito

Sarah E. Hipolito

Business Development Associate
Phone:
(650) 582-9038(650) 582-9038

About Matt Barker

Matthew Barker is a Senior Vice President, Financial Advisor, Certified Financial Planner®, Family Wealth Director, Alternative Investments Director, Insurance Planning Director, Portfolio Management Director, Executive Services Director, Lending Specialist Director and Founding Partner with The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA.

Combining these leading designations with over two decades of
experience, Matt helps business owners, executives, and multigenerational families achieve their financial goals and simplify their financial life.

A University of San Francisco graduate with a degree in Business Economics, Matt began his wealth management career in 2001 at RMD Financial, focusing on complex tax-driven life insurance planning and general financial strategies. He went on to join Bank of the West Investments in 2006 and later Wells Fargo Advisors. His unwavering commitment to providing his clients with global resources led him to join Morgan Stanley in 2014. Matt has received numerous accolades through his career, including Forbes Best-In-State Next Gen Wealth Advisors in 2019, Forbes Top Next-Gen Wealth Advisor in 2020, and Forbes' Best-In-State Advisors in both 2022 and 2023.

To meet his clients’ complex and evolving needs, Matt offers a comprehensive range of personalized services. His foundational approach revolves around financial planning and crafting strategies aligned with clients' unique aspirations. With the elite Family Wealth Director designation, Matt helps families safeguard their loved ones, cement their legacies, and facilitate smooth wealth transfer through estate planning, life insurance planning, and charitable giving strategies. He also provides seasoned pre/post-liquidity planning guidance for business owners. This entails helping them navigate critical financial decisions with tax-efficient strategies. Additionally, Matt’s extensive knowledge in banking and lending — as well as alternative investments — helps his clients unlock new opportunities. For every client he serves, Matt thoughtfully orchestrates their network of advisors, ensuring a seamless integration of legal, tax, and investment insights to create a well-rounded financial perspective.

Outside the office, Matt enjoys spending quality time with his family, including his wife and business partner, Christina Yuni, and his stepsons, Jonathan and Benjamin. As a former clubhouse manager for the Boston Red Sox single-A affiliate and the Cincinnati Reds, he remains a fan of the sport. His other interests include exercise and adventure travelling, particularly SCUBA diving adventures.

Disclosures
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded September 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/17-6/30/18.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded September 2020) Data compiled by SHOOK Research LLC based on time period from 6/30/18-6/30/19.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: RI, AK, UT, NV, AZ, OH, LA, TN, PA, CO, TX, MO, IN, WY, WI, NJ, NC, MT, MA, DE, VT, MI, IL, CT, IA, HI, FL, CA, WA, VA, SD, NH, MN, MD, NY, OR, ND; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1390893
CA Insurance License #: 0F41186

About Me

Christina Yuni is an Executive Director, Financial Advisor, Certified Financial Planner® and Founding Partner of The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA. For over two decades, Christina has empowered affluent individuals and families with the personalized guidance they need to help navigate their financial journey with confidence at every step.

A graduate of the University of San Francisco with a degree in Finance, Christina embarked on her wealth management career in 2000 as a Financial Advisor with Morgan Stanley. In 2002, she joined Merrill Lynch as a Senior Vice President and Wealth Management Advisor, where she spent nearly 20 years building an exclusive practice geared toward the needs of affluent individuals and families. She earned the rigorous Certified Financial Planner® certification in 2006, and in 2022 she rejoined Morgan Stanley in order to provide her clients with the sophisticated resources they need to thrive financially in today’s economic environment. In 2021, Forbes listed her as a Best-in-State Wealth Advisor and ranked her in its Top Women Wealth Advisors list.

Working with clients across different stages of life and even multiple generations, Christina is committed to crafting customized financial roadmaps to address their unique financial needs — including in-depth wealth planning, dynamic asset allocation, and rigorous balance sheet due diligence. A key differentiator in her practice is her focus on concentrated stock planning and Rule 10b5-1. With careful analysis and strategic planning, she helps executives and other professionals mitigate risk and make the most of their liquidity events while designing a well-balanced and diversified portfolio. While her guidance is critical during these pivotal moments in a client’s life, she works
tirelessly to be an ever-present resource for their retirement years as well — from retirement and education planning to tax-efficient wealth transfer and philanthropic strategies.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.

Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Securities Agent: WY, CA, VA, OR, MI, MD, WA, NV, MO, AK, VT, ID, GA, SD, PA, MT, CT, UT, RI, NJ, KS, OK, OH, NH, IN, IA, AZ, NY, ND, NC, LA, DE, IL, TX, TN, MN, HI, CO, WI, MA, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 632152
CA Insurance License #: 0D37008

About Jonathan Bush

Jonathan “Jon” Bush is a Vice President and Portfolio Management Associate Director with The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA. He brings deep, diverse experience to his clients lives, helping them align their investment approach with their unique vision for their future.

A graduate of UCLA, Jon began his career in the financial industry as a Licensed Insurance Agent at Aflac Insurance. Gaining invaluable insight into the world of insurance and risk management, he then expanded his skills by joining Wells Fargo as a Licensed Personal Banker and Investment Consultant in 2005. In 2007, Jon joined UBS Financial Services where he held various client-facing roles, including Client Service Associate, Financial Advisor, and Wealth Strategy Associate. He has been with Morgan Stanley since 2014, and brings a deep knowledge of financial products and well-rounded strategies to handle his clients’ most complex financial scenarios.

Jon focuses primarily on investment management and client service. Working closely with the team, he crafts investment portfolios and conducts meticulous analysis, allocation, monitoring, model management, and trading. His experience spans various investment vehicles, including equities, ETFs, mutual funds, bonds, alternative investments, and structured investments. He strives to ensure that every detail on the
investment side is handled with precision and efficiency, Jon also provides clients with the top-tier service they need to handle all aspects of their financial life. At the end of the day, he strives to help his clients analyze their financial decisions from every angle, consider the implications of those decisions with meticulous care, and pave the way to their financial goals for decades and generations to come.

Born and raised in the Bay Area, Jon has deep-rooted connections to the community. Outside his professional endeavors he is a devoted father and enjoys coaching his two
sons' little league teams. When he's not on the field, Jon cherishes quality time with friends and family, and he is an avid collector of sports cards and memorabilia.
CA Insurance License #: 0E87295

About Gabriel De Oliveira

Gabriel De Oliveira is a Registered Client Service Associate with The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA. With years of experience in the financial industry, Gabriel takes pride in delivering exceptional service and tailored financial plans to his clients to help guide them toward their most important life goals.

A graduate of the University of California, Davis with a degree in Managerial Economics, Gabriel began his financial career as a Financial Advisor at Merrill Lynch. In 2022, he came on board with Morgan Stanley.

With the team, Gabriel focuses on ensuring seamless operations and client servicing with an emphasis on financial planning. Understanding that the onboarding process sets
the tone for every client relationship, he takes great care to make the experience as smooth and hassle-free as possible for clients, guiding them through the necessary paperwork, regulatory requirements, and account setup. From there, Gabriel remains attentive to clients' evolving needs, promptly addressing inquiries, and ensuring that any service-related issues are promptly resolved. He also provides experience crafting comprehensive financial plans that align with each client's unique goals and challenges.

Outside of the office, Gabriel leads an active lifestyle, enjoying basketball, fishing, and bowling. He treasures quality time spent with family and friends, whether it’s exploring new places through travel, or attending a Golden State Warriors or Las Vegas Raiders game.

About Sarah Delaney

Sarah Delaney is a Client Service Associate with The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA. With over a decade of industry experience, Sarah oversees both client service and team operations, ensuring a well-rounded and efficient approach that ultimately helps clients receive the highest quality care.

She first entered the financial industry in 2014 as an associate with Merrill Lynch, before coming on board with Morgan Stanley in 2022. Assuming an operational role, Sarah led the successful merger of Christina Yuni's legacy team with another well-established team to form the dynamic Artha Wealth Management Group.

Today, Sarah's seasoned operational leadership skills can be felt at every level of the practice. Internally, she co-runs the team's weekly meetings and also conducts monthly meetings with the team's three Financial Advisor partners, discussing initiatives, budget allocation, revenue, and upcoming events. As a driving force behind the team's marketing efforts, she orchestrated a major initiative to help communicate to new and existing clients the full spectrum of services offered by the newly merged team. In every way she can, Sarah strives to go above and beyond for clients. In particular, she regularly organizes memorable events and experiences that have included private movie screenings, suites at baseball games, and conversations with political commentators. All this is in addition to her role as a Wealth Management Associate, for which her experience is anchored by her dedication, reliability, and strong sense of empathy.

Outside the office, Sarah cherishes quality time spent with her partner and their beloved dog, Karl. She is an avid baker, reader, and traveler.

About Sarah E. Hipolito

Sarah Hipolito is a Business Development Associate with The Artha Wealth Management Group at Morgan Stanley in Palo Alto, CA. Dedicated to providing exceptional service, Sarah brings years of experience to her role managing the operational, day-to-day trading, and client service needs of the team and its clients.

After graduating from the University of Nevada, Las Vegas with a degree in Finance, Sarah first began honing her skills as a Client Service Associate at Merrill Lynch in 2017. She came on board with Morgan Stanley in 2022, and holds a Series 7 and 66 registrations.

Sarah's primary focus lies in client account management and operations. She plays a pivotal role in maintaining strong and enduring client relationships while providing vital operational support to the Financial Advisors. She is also responsible for managing the team’s platform covering data aggregation, analytics, and portfolio reporting. For clients, she employs her keen attention to detail and communication skills to go above and beyond helping them address their needs as efficiently as possible. Her unyielding dedication, meticulousness, and genuine passion for providing exceptional personalized service have helped her consistently deliver outstanding support and guidance to her clients each and every day.

Born in the Bay Area and raised in Las Vegas, Sarah has called San Francisco home since 2017. She enjoys exploring all the Bay has to offer, trying new restaurants, and indulging in her love for travel. Most of all, she cherishes quality time spent with her partner, Jon, and their adorable puppy, Eugene.

Awards and Recognition

Forbes Best-In-State Wealth Management Teams
2024-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
​2019-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Top Next-Gen Wealth Advisors
​Forbes Top Next-Gen Wealth Advisors Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms Source: Workingmother.com (Awarded Oct 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
4
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"
This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
Learn More about Retirement
A Simple Six-Step Retirement Checkup
Article Image

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Learn More about Family
529 Plans: A Powerful Tool to Save for Education
Article Image

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
Financial Planning for Life After Selling a Business
Article Image

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
Learn More about Financial Wellness
The Business Case for a Financially Resilient Workforce
Article Image

The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Artha Wealth Management Group today.
Market Information Delayed 20 Minutes
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)