Welcome Parallel Advisors LLC is a San Francisco based, SEC registered, independent wealth management firm. We specialize in managing investment portfolios for individuals, families and trusts and creating customized plans to help our clients accomplish their financial goals.   Our aim is to provide clear, understandable solutions for long-term financial prosperity. We bring a unique approach that focuses on tax-efficiency, lower risk, and alignment of interests. Part of our service offering is regular communication with transparent and objective quarterly reports that compare our performance against relevant indices and/or other managers.   We spend our time and energy focusing on your financial life so you can focus on everything else.