Verb™ Presents Features Vanguard Personalized Indexing: Utilizing Advanced Tax-Loss Harvesting Technology
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SPW's motto is Prosper with Principle. Silicon Private Wealth
BAY AREA, Calif. - Californer -- Silicon Private Wealth® is pleased to announce that Peter Coe Verbica, CFP®, Managing Director, will host Randy Wacker of Vanguard Financial Advisor Services™ on December 16, 2025, at 5:30 p.m. (Pacific) as part of the acclaimed Verb™ Presents Speaker Series.

This timely presentation will explore Vanguard Personalized Indexing, with a focus on how advanced tax-loss harvesting technology may potentially enhance after-tax returns, provide greater alignment with personal values, and determine whether this approach is appropriate for a given investor's circumstances. Individuals with concentrated stock positions — including Silicon Valley technology executives — may find this session particularly relevant.

About the Featured Speaker: Randy Wacker

Randy Wacker is a sales executive in Vanguard Financial Advisor Services™.  He is based out of San Francisco and works closely with the RIA community in the Bay Area, providing support across areas including portfolio construction, market and economic research, and advisor practice management and resources.

Mr. Wacker joined Vanguard in 2023 after spending seven years at Dimensional Fund Advisors where he supported RIAs across California in various sales and leadership positions.  Mr. Wacker earned a B.A. in communications from San Diego State University and an M.B.A. from the Boston College Carroll School of Management.

About the Host: Peter Coe Verbica, CFP®

Peter Coe Verbica is a Managing Director and Principal of Silicon Private Wealth®. His family's Bay Area heritage is multi-generational, including ties to the landmark Henry Coe State Park. A Certified Financial Planner®, he hosts the popular Verb™ Presents Speaker Series, which explores high-impact topics such as tax policy and migration, U.S. manufacturing, cybersecurity, civility, private equity investing, global geopolitics, and more.

Mr. Verbica earned a BA and JD from Santa Clara University and an MS from MIT. He has held numerous leadership positions in nonprofit and community organizations and currently serves as Chair of the Investment Committee for the San Jose Symphony Foundation and is on the Santa Cruz Sounding Board which helps promote Free Guitars for Kids.  Mr. Verbica is also a 2026 candidate for U.S. Congress, California District 19.

About Vanguard®

Vanguard is one of the most influential investment companies in modern financial history. Managing trillions of dollars in assets worldwide, the firm is renowned for its investor-owned structure, low-cost philosophy, and commitment to putting clients' interests first. Vanguard remains a global benchmark for trust, innovation, and long-term financial stewardship.

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About Silicon Private Wealth®

Silicon Private Wealth is a boutique Registered Investment Advisor (RIA) firm—intentionally small and highly personalized. Built on decades of experience in wealth management, entrepreneurship, and sophisticated financial planning, the firm reflects Silicon Valley's culture of innovation and disciplined execution.

Its advisors specialize in investment strategy, risk management, and multi-generational planning for high-net-worth families, entrepreneurs, and professionals seeking independent, conflict-free advice.

As a fiduciary RIA, Silicon Private Wealth is legally and ethically bound to place clients' interests first, offering transparent recommendations and a duty of loyalty and care that exceed traditional brokerage standards.

For more information, please visit www.siliconprivatewealth.com.

To request Verb™ Presents video-conference log-in information, please contact peter@siliconprivatewealth.com.

Office image source was produced by Midjourney 2025 with inputs by P. Verbica and is for illustration purposes only.

Disclosures:

Verb™ Presents Speaker Series event participants should consult a qualified tax professional to evaluate their specific circumstances and develop appropriate tax strategies.

Information presented at Verb™ Presents Speaker Series is for educational purposes only and is intended for the broad audience of all our clients and invitees. It should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of SPW on the date of the event and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. This information is believed to be materially correct, but no representation or warranty is given as to the accuracy the information provided.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor's portfolio. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. SPW has presented information in a fair and balanced manner.

Silicon Private Wealth is registered as an investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

SPW has reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser's services, investments, or client experiences. Please refer to: (https://adviserinfo.sec.gov/firm/brochure/284145) for the adviser's ADV Part 2A for material risks disclosures. "Silicon Private Wealth," "SPW," and the Silicon Private Wealth logo are a registered trademarks of Silicon Private Wealth, LLC.

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Vanguard Personalized Indexing Management, LLC ("Vanguard Personalized Indexing Management"), formerly Just Invest, LLC, an SEC-registered investment advisor, is an independently operated wholly-owned subsidiary of The Vanguard Group, Inc. ("Vanguard").

Vanguard Personalized Indexing is an asset management technology that has been developed and is offered solely by Vanguard Personalized Indexing Management. For more information on Vanguard Personalized Indexing Management and Vanguard Personalized Indexing, and to access Vanguard Personalized Indexing Management's Form CRS and Form ADV Part 2A disclosure brochure, please visit the Vanguard Personalized Indexing page.

All investing is subject to risk, including possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Vanguard Personalized Indexing will typically assess client accounts for tax-loss harvesting opportunities on each business day that U.S. markets are open for trading. However, we may in our discretion for technical or market infrastructure reasons forgo an assessment on any given day. Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could have higher costs than the original investment and could introduce portfolio tracking error into your accounts. There may also be unintended tax implications.

Prospective investors should consult with their tax or legal advisor prior to engaging in any tax-loss harvesting strategy. Neither Vanguard Personalized Indexing Management nor Vanguard provide tax or legal advice. The information contained herein does not constitute tax advice and cannot be used by any person to avoid tax penalties that may be imposed under the Internal Revenue Code. Each person should consult an independent tax advisor about their individual situation before investing in any security.

ESG portfolios are subject to ESG investment risk, which is the chance that the stocks or bonds screened by the data provider for ESG criteria generally will underperform the market as a whole or, in the aggregate, will trail returns of other portfolios screened for ESG criteria. The data provider's assessment of a company, based on the company's level of involvement in a particular industry or the data provider's own ESG criteria, may differ from that of other portfolios or of the advisor's or an investor's assessment of such company. As a result, the companies deemed eligible by the data provider may not reflect the beliefs and values of any particular investor and certain screens may not exhibit positive or favorable ESG characteristics. The evaluation of companies for ESG screening or integration is dependent on the timely and accurate reporting of ESG data by the companies. Successful application of the customized investment strategy will depend on the data provider's proper identification and analysis of ESG data.

Factor investing is subject to investment style risk, which is the chance that returns from the types of stocks selected will trail returns from U.S. stock markets. Factor investing is subject to the risk that poor security selection will cause underperformance relative to benchmarks or funds with a similar investment objective.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Contact
Peter Coe Verbica
***@siliconprivatewealth.com


Source: Silicon Private Wealth
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