★★★★★
“I had a plan worked out, but the operation was too large […] Tech Wealth helped a lot with tax planning, not just the exercise. I benefited a lot from that.”
Senior Engineering Manager
SpaceX
Niche wealth management for tech professionals
Unlock the tax-smart strategy built for your equity
Finally, avoid common mistakes with clear, tax-smart planning
We help employees at companies like these (and more)
★★★★★
“I promote Tech Wealth every chance I get. It's a no-brainer”
Senior Vice President
$7.5 Billion Company
Does this sound like you?
You want a clear plan for your company equity, but don't trust generic advisors
with your specific situation.
Everyone else is cashing out, while you're scared of a massive tax bill.
You're losing thousands in missed planning opportunities by waiting.
You want to diversify but don't want to sell your company stock.
You don't have the time or expertise to figure this all out on your own.
You're not alone.
See If I QualifyWhy order matters
Common tax advice can backfire
Dave did what every “smart” person is told to do to save on taxes.
He was facing a looming $750,000 Alternative Minimum Tax bill, and sold his house in a panic.
His stock had been valued at $2.8 million, but after a 95% drop, not even selling his equity or his home would cover the bill. He told me:
“I feel like I'm starting over from zero.”
Dave wasn't reckless. He was doing what a lot of smart tech employees do: try to reduce taxes based on scattered advice from coworkers, online forums, and one-off professionals.
But the decision was made in the wrong order.
The real problem wasn't taxes.
It was that taxes had become the starting point.
Taxes matter. But when they drive the whole decision, smart people can make expensive mistakes.
That's why our planning process goes in this order:
- 01 Goals
- 02 Risk
- 03 Financial Merit
- 04 Taxes
Why did I build Tech Wealth? To help tech employees turn equity complexity into a clear, step-by-step plan before deadlines force rushed decisions.
If you're sitting on meaningful equity and worried about a “Dave” outcome, the Equity-to-Wealth System™ is built to prevent exactly that.
Client details anonymized; past outcomes do not guarantee future results.
See If I Qualify★★★★★
“We're finally getting a hold of our AMT tax situation and making smart choices […] The blend of support is very tailored.”
Senior Executive & Harvard Alum
$9B Startup
Introducing the
Equity-to-Wealth System™
Turn your company stock into a tax-smart, durable, and spendable fortune.
I
Equity Execution Playbook
Know exactly when to exercise, hold, or cash out—even when your equity is complex.
- Equity decision blueprint Coordinate all your ISOs, NSOs, RSUs, and ESPPs into a clear strategy.
- Expert hotline One-on-one support from an expert during your critical equity moves.
- Single-stock risk management A Nobel Prize-winning investment approach, custom-built for over-exposed tech employees—an edge the S&P 500 simply can't offer.
- Tax-free liquidity Let your winners ride while unlocking liquidity—no forced sales, no surprise tax bill.
II
Tax Optimization Suite
Make tax-smart moves with your biggest financial asset: your equity.
- Yearly tax planning Minimize your taxes with a proactive, step-by-step plan.
- AMT Strategy + Credit Recapture Avoid AMT surprises when you exercise and recapture credits when the timing is right.
- Tax impact preview Make better financial decisions with fewer blind spots.
- Payment schedule Dead-simple guidance on how much tax to pay and when, so you avoid IRS penalties.
III
Asset Protection Plan
Protect your wealth from lawsuits, public courts, estate taxes, and beyond.
- Stock defense system Don't lose your equity to costly lawsuits.
- Estate planning blueprint Maintain privacy and control where your assets will flow upon your death.
- Insurance audit Lower the risk of losing your wealth overnight.
- Estate tax minimizer Keep your shares for your family and the charities you love—not lost to the 40% estate tax.
IV
Lifestyle Accelerator
Leverage your wealth to unlock your best life.
- Liquidity event strategy Optimize your IPO, acquisition, or tender offer—before you lock in taxes forever.
- Major purchase playbook Turn company stock into a new home, dream vacation, car, or whatever else you've had your eye on.
- Retire-ready roadmap Pinpoint when work becomes optional—so you can retire on your terms.
- Equity exit plan Leave your job while keeping your hard-earned equity.
Equity is (likely) your biggest asset.
Don't navigate it alone.
See If I Qualify
Your clear path to optimized equity without...
- Tax surprises, especially AMT traps
- Risky financial advice from Reddit, AI bots, or coworkers
- Disconnected equity decisions across your ISOs, ESPPs, RSUs, etc.
- Costly mistakes and missed opportunities
- Hidden concentration in popular index funds (i.e. S&P 500)
- Wasting hours lost in equity & tax complexity
Instead, you'll get...
- Clear, ongoing planning built for your evolving equity
- Confident decisions across your ISOs, RSUs, ESPPs, and more
- Proactive tax planning year after year
- Your time back with hands-off wealth management
Feel confident choosing Tech Wealth
A serious relationship should earn its place
It's fair to wonder: Is a financial advisory relationship worth it? We'll only move forward if we believe the long-term value we provide clearly outweighs the cost.
We're happy to connect you with a current client so you can chat about their experience before you decide to work with us.
★★★★★
"Tech Wealth's niche is exactly what we need."
Client
$20 million net worth
★★★★★
“Tech Wealth doesn't have a specific agenda [...] it's more data-driven, which I love.”
Chief Revenue Officer
Raised over $90 million from Goldman Sachs
Two services included at no additional cost
These aren't bonuses — they're part of what comprehensive equity planning looks like.
Included Service I
Estate planning documents
Get the toolkit that helps you protect your wealth from probate, taxes, & family disputes—even if you haven't thought about estate planning.
- Generate your wills, trusts, and power of attorney *
- Name guardians and successor trustees for your loved ones
- Maintain family and financial privacy
- Designate beneficiaries
- Control your assets after death, reduce family conflict, and protect your heirs.
* Tech Wealth is not a law firm, nor do we provide legal advice. Estate-planning software is provided to help you generate your own documents using this tool.
Included Service II
3-Year Tax Overpayment Audit™
See if you've overpaid on your taxes within the last 3 years...so you can get your money back
★★★★★
“I referred my sister to work with Tech Wealth based on my experience!”
General Manager
Tesla
Continuous stewardship
While you focus on your career, we handle the moving pieces.
- Mega Backdoor + Roth Conversion Analysis Maximize tax-free retirement savings using strategies most high-income earners don't know exist.
- Financial Strategy Connect every financial piece—equity, taxes, savings, and goals—into one evolving strategy.
- Charitable Gifting Donate appreciated stock to give more while paying less in taxes.
- Education Funding Secure your child's future with tax-advantaged funding.
- Cash Flow Analysis Know exactly what you can spend and still stay on track.
- ...and anything else that causes you to lose sleep.
Tax timing matters.
These are deadlines most tech employees miss:
- Quarterly estimated taxes
- Year-end tax planning
- AMT trigger windows
- Blackout windows
- ESPP tax traps
Next estimated tax deadline
Client Capacity
Depth over volume
Because of the depth of planning, Tech Wealth selectively partners with only a few new clients each year. We have limited remaining spots for the ___ calendar year. Once these spots are filled, new applicants may join the ___ waitlist.
4
Equity-to-Wealth™ clients
2
Private Wealth Advisory clients
as of ___
What our clients say
Advice worth talking about
★★★★★
“Amazing to work with. [...] Makes things that are hard to wrap your head around easier to understand.”
Vice President
$5 billion company
★★★★★
“Explained AMT in a very digestible way and calmed my concerns with it.”
Engineering Manager & Berkeley Alum
★★★★★
“Riley was great [...] Really appreciate how thoughtful his approach is.”
Senior Engineer
Tesla
★★★★★
“...excellent listener and offers precise and genuine advice.”
Senior Engineer
★★★★★
“This guy is really good...more of that strategic thinking I was looking for.”
Manager
$1 billion AI pharma startup
★★★★★
“Solid five stars for sure...put me at ease having a plan in place.”
Account Manager
$5 billion startup
The 90-Day Clarity Commitment
90 days to confidence. Or we make it right.
Complete the Equity-to-Wealth System™—show up to meetings, submit your documents, and transfer your assets for management within 30 days.
If after 90 days you don't feel completely clear on your equity, your tax strategy, and the key planning opportunities we've identified, you choose what happens next: another 90 days of planning at no additional fee, or a 50% refund of your planning fee.
See If I QualifyYour questions, answered.
I'm smart. Can't I figure this out myself?
Coordinating your complex equity requires expertise you won't find online. Why waste dozens of hours trying to become an expert and risk costly mistakes?
Trust a specialist. Clients have told us they want a human who understands nuance, and that this level of strategic advice is not commoditized.
Isn't a one-time plan enough?
A one-time plan goes stale the moment it's delivered. Stock prices, taxes, and your priorities never stop changing.
Don't risk your future wealth on outdated assumptions; keep your strategy fresh with ongoing guidance.
Is it worth it?
Fair question, and one we welcome. We'll only move forward if we believe your long-term value clearly outweighs the cost.
Speak with a client first to decide confidently.
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 are available upon request. Fee minimum applies. Our agreements also have no set term and no exit penalty; clients can leave at any time.
What are your services?
- Equity planning for RSUs, stock options, ESPPs, and AMT
- Tax planning
- Investment management
- Asset protection
- Estate planning
- Financial planning and cash flow planning
- Anything else that causes you to lose sleep
I'm too busy. Can't I just do this later?
Our process frees up your schedule by handling the deadlines and complexity.
Take control of your equity today and stop missing critical opportunities.
★★★★★
“...AI is very imperfect…I want a human who will understand nuance…Tech Wealth has our best interest in mind.”
Legal Staff Lead
OpenAI
★★★★★
“I don't think AI can compete with Tech Wealth, especially in the niche area of equity compensation. The insights you get here are not readily available and this level of strategic advice is not commoditized.”
Senior Engineering Manager
SpaceX
Apply for a 2026 Spot
Don't leave your equity to chance.
Let's talk.
You've worked hard for your equity—don't let complexity, procrastination, or guesswork shrink what you've earned. Most employees either wait too long, rely on generic advice, or try to piece it together themselves—often at a painful cost.
There's a better way: a clear, tax-aware strategy built specifically for tech employees. One designed to help you avoid expensive mistakes, take confident action, and protect the value you've worked so hard to build.
We only move forward when we believe the long-term value to you will far exceed our fee—so you can take the next step with confidence.
Schedule a call to get started—before deadlines pass and opportunities close.
Schedule a 45-minute equity & tax planning fit call