Where your equity meets wealth management
Financial advice
for people
in tech
Wealth management you’ll love
★★★★★
“…amazing to work with. […] makes things that are hard to wrap your head around, easier to understand. Highly recommend.”
— VP at $5 billion company
★★★★★
"...Riley was great [...] Really appreciated how thoughtful his approach is and how he takes time to get to know what I'm looking for and tailor things to me.”
— Sr. Engineer at Tesla
★★★★★
“...excellent listener and offers precise and genuine advice to people to succeed in their journey for wealth planning.”
— Sr. Engineer
Optimize your equity
Unlock your equity and achieve your goals
Reduce taxes
Your CPA says how much you owe. We help you owe less.
Make work optional
Leverage your equity to work on your passion projects.
You have equity,
Trust a specialist
Working with "just any" financial professional is like relying on a family doctor for heart surgery. You'll want a specialist. Trust us.
Be heard
You need a human, not a robot.
At Tech Wealth, we go far beyond robotic portfolio management to align your money with your unique goals.
Rest easy
Trying to DIY your financial plan? Searching online articles leaves you vulnerable to blind spots and missed opportunities. At Tech Wealth, we understand finances holistically to help you get the best results.
Ditch your spreadsheet and live your best life.
Here’s what people are asking.
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Semi-annual (and ad hoc) meetings covering:
Tax Planning
Estate Planning
Asset Protection
Financial Planning
Cash Flow Planning
Retirement Planning
Investment Management
Equity planning (RSUs, Stock options, ESPPs, AMT)
And anything else that causes you to lose sleep.
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No commissions, no kickbacks, no kidding. We are independent, fiduciary, and fee-only. Just like it should be.
1% on the first $5 million
0.5% on amounts exceeding $5 million
Non-AUM options available upon request
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Diligent savers
High income earners
People looking to delegate investing
People wanting a long-term relationship with an advisor
Owners of equity compensation (ISOs, RSUs, ESPPs, QSBS, etc.)
We can’t wait to meet you
Here’s what it looks like
Let’s chat
We’ll keep it simple and get to know each other. No commitments.
Sleep on it
When you're ready to empower your money, we'll move forward with a formal engagement.
We’re a team now
Rest easy knowing we’re here to guide your path forward.
It’s time to take action
Equity can be life changing—don’t leave it to chance.