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Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
  • Vintner and Winery Owners
  • Executives
  • Professionals
  • Business Owners
  • Nonprofits
Services

Wealth Management

  • Wealth Planning
  • Investment Management
  • Trust & Fiduciary
  • Family Office

Lending

  • Mortgage Lending
  • Private Lending
  • Business Lending

Banking Services

  • Business Banking Services
  • Private Banking Services
Advisors

Advisors who speak your language

Our team of advisors rely on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

Advisors expertise

  • Directory of advisors
Insights

Capitalize on our Insights

When you’d like a quick take on a financial topic, economic trend or industry development, our archive of insights is available 24/7.

Our insights

  • Economic Commentary
  • Family Office Insights
  • Lifestyle
  • Managing Operations
  • Managing Taxes
  • Philanthropy
  • Trust & Estate Perspectives
  • Wealth Insights
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Dave Buxton
ADVISOR
Dave Buxton
Private Wealth Advisor
Wealth Management & Trust, Private & Commercial Banking
New England

As a Private Wealth Advisor with SVB Private, Dave provides personal credit, deposit, and wealth management solutions to venture investors, private equity professionals and executives in the innovation economy. By developing a deep understanding of his clients’ financial objectives, Dave is able to tailor banking solutions to their needs

These tailored solutions include stock secured lending, deposit accounts, lines of credit, mortgage and home equity financing, as well as partner loans and capital call lines.

Dave has 13 years of banking and financial services industry experience. Before joining Silicon Valley Bank he was a Senior Vice President at Citi Private Bank. There, he worked to deliver financial solutions including lending, banking and wealth management to key influencers at top area law firms. Prior to Citi Private Bank, Dave spent several years leading teams at Citizens Bank. His work experience includes wealth advisory, commercial lending, business banking, personal banking as well as other, specialized fields in finance.

Dave earned a Bachelor’s degree in Business Administration from the Whittemore School at the University of New Hampshire. He is an Investment Advisory Representative holding the Series 66 license. Dave is active in several community groups, and has served on the boards of many non-profit organizations in the Boston area. An avid sports enthusiast, Dave resides in Waltham, MA with his wife and three children.

The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), broker-dealer and investment advisor representative of SVB Investment Services (member FINRA and SIPC; SEC registered investment adviser). FINRA BrokerCheck

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Wealth LLC (an SEC-registered investment adviser) offers wealth management services. SVB Investment Services Inc. (member FINRA and SIPC) offers brokerage products and services. Both SVB Wealth LLC and SVB Investment Services Inc. are wholly-owned, non-bank subsidiaries of Silicon Valley Bank. 

*Investment Products offered by SVB Wealth LLC and/or SVB Investment Services Inc. are:
Not all products/services are offered by all advisors or registered representatives. None of Silicon Valley Bank, SVB Wealth LLC, SVB Investment Services Inc, or any of their respective affiliates provide legal advice. Estate planning requires legal assistance. Please consult your legal advisors for such guidance. Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group.

NMLSR ID 442029.
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