Wealth management for high earners in tech.
High income gives you more levers to pull: smarter tax moves, better equity decisions, strategic borrowing. Are you using them well?
Built for people at
High income gives you more levers. Most go unpulled.
Equity compensation
RSUs, ESPP, options, vesting cliffs and concentrated stock - when to hold, sell, or diversify.
Tax-aware strategy
Make investment and money decisions with the tax impact in mind, before the year is over.
Financial independence
Know what enough looks like, what it takes to get there, and which trade-offs are worth it.
Real estate decisions
Buying, selling, mortgage strategy, capital gains, and whether property investing fits your life.
Family & education
529s, private school tradeoffs, college funding, and how education fits the bigger plan.
Protection & estate
Umbrella coverage, term life, wills, trusts and beneficiaries. Boring, but important.
Four steps. No pressure at any of them.
- 01
An intro call
Free, and no pressure. We look at your setup and tell you honestly where the opportunities are, whether or not you hire us.
- 02
The full picture
We pull your accounts, equity grants, tax returns, property and goals into one view, so every decision is made with the whole picture.
- 03
A plan, in priority order
Tax moves, equity decisions, cash and debt, ranked by what they are worth to you. We go through it together before anything changes.
- 04
Ongoing management
Your portal updates every morning. We meet regularly and act when a vest, a bonus or a tax deadline comes up.
Our services and fees are in Form ADV Part 2A.
We know your world, inside and out.
Our advisors have spent their careers inside tech - at DoorDash, Google, LinkedIn and Microsoft - navigating RSU vests, high taxes, large mortgages, and the constant question of whether they were making the right financial choices.
Unless you grew up with wealth, chances are you never learned the playbook for optimizing your personal finances. The people we work with are incredibly smart and successful, and still leave hundreds of thousands, if not millions, of dollars in future wealth on the table.
Most people who come to us are not in financial trouble - they're just wondering if they can do better. Eight times out of ten, they can.
We work with high-income tech professionals as their wealth manager - across equity, taxes, cash, mortgages, concentrated stock, and the big life moves behind all of it. The goal isn't more money for its own sake. It's the freedom to retire early, fund your kids' college, take the sabbatical, and buy the home you actually want.
Everything in one place, updated every morning.
Start with a conversation.
A free intro call. We look at your setup and tell you honestly where the opportunities are.