Wealth management you'll love
“Amazing to work with. [...] Makes things that are hard to wrap your head around easier to understand.”
Vice President
$5 billion company
"I promote Tech Wealth every chance I get [...] it's a no-brainer”
Senior Vice President
$7.5 billion company
“I don't think AI can compete with Tech Wealth, especially in equity compensation. This level of advice is not commoditized.”
Senior Manager
SpaceX
This is why equity feels so hard
Most tech employees are smart, high-earning people — yet equity trips them up. Not because they're incapable, but because nobody gives them a clear plan.
Equity-to-Wealth System™
Turn your company stock into a tax-smart, durable, and spendable fortune.
Equity Execution Playbook
Know exactly when to exercise, hold, or cash out—even when your equity is complex.
Tax Optimization Suite
Make tax-smart moves with your biggest financial asset...your equity.
Asset Protection Plan
Protect your wealth from lawsuits, public courts, estate taxes, and beyond.
Lifestyle Accelerator
Leverage your wealth to unlock your best life.
Equity is (likely) your biggest asset.
Don't navigate it alone.
See If I Qualify
Here's what people are asking
What are your services?
- Equity planning (RSUs, Stock options, ESPPs, AMT)
- Tax planning
- Investment management
- Asset protection
- Estate planning
- Financial planning
- Cash flow planning
- And anything else that causes you to lose sleep.
How do you get paid?
No commissions, no kickbacks, no kidding. We are independent, fiduciary, and fee-only. Just like it should be. First $1,000,000: 1.20% Next $2,000,000: 1.00% Next $2,000,000: 0.75% Balance over $5,000,000: 0.50% Non-AUM options available upon request. Fee Minimum Applies. Our Stance on Fees & Conflicts The 1% AUM critique applies to advisors who only manage portfolios. We don't. Tax strategy, equity planning, asset protection, and estate coordination are all included as part of a much larger, specialized engagement. And unlike most models, ours is specifically designed to prevent conflicts of interest. Our framework — Goals → Risk → Financial Merit → Taxes — ensures your priorities lead, not ours.
Who do you work with?
- Owners of equity compensation (ISOs, RSUs, ESPPs, QSBS, etc.)
- Diligent savers
- High income earners
- People looking to delegate investing
- People wanting a long-term relationship with an advisor
From overwhelm to action in three steps
Clear decisions, sequenced carefully, with expert guidance at every stage.
Fit call
We learn about your equity, goals, and whether we can meaningfully help.
Equity x-ray
We review your grants, taxes, investments, risks, and planning opportunities.
Ongoing service
We help you execute, adjust, and stay ahead as your equity, taxes, and life change.