Altos Investments has merged with Silicon Valley-based wealth management firm Three Bell Capital

This combined relationship will provide clients with additional capabilities and resources in tax strategy, lending, estate planning, retirement plans, laddered bond portfolios, structured notes, pre-IPO private stock sales, performance reporting, and more.

Under the Three Bell banner, the combined firms will constitute the largest RIA in Los Altos with four seasoned advisors, a full client service and support staff, and over $500M in combined assets under management.