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
★★★★★
"I promote Tech Wealth every chance I get [...] it’s a no-brainer”
— SVP at $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
SOUND FAMILIAR?
This is why equity feels so hard
Most tech employees are smart, high-earning people — yet equity trips them up. Not because they're not capable, but because nobody gives them a clear plan.
➤ You want a clear plan for your company equity, but don’t trust generic advisors
➤ 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 don’t have the time or expertise to figure this all out on your own
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.
OUR PLANNING PHILOSOPHY
We built a framework to prevent expensive mistakes
Most costly equity decisions happen when taxes drive everything else. We reverse the order — intentionally.
Step 1
Values & Goals
What do you actually want your money to do? What does financial success mean to you? This comes first, always.
Step 2
Risk Tolerance & Capacity
How much risk can you afford to take — emotionally and financially? Concentration risk, market risk, and liquidity are all considered.
Step 3
Financial Merit
Does the move make mathematical sense given your goals and risk picture? We model it in dollars before anything else.
★★★★★
“We're finally making smart choices”
Senior Executive, $9B Startup — Harvard Alum
Step 4
Tax Optimization
Once the first three are aligned, we minimize the tax consequence — not the other way around. Taxes follow the decision. They don't lead it.
Our advice works for…
✅ Time-savers ready to outsource financial advice and investing
✅ Professionals who need a specialist in equity comp
✅ People who want proactive tax planning — not just help at tax time
✅ Investors who define success by their goals — not beating an index
This isn’t a great fit if…
❌ You want help with a single decision, not long-term planning
❌ You’re chasing the ‘perfect’ fee model instead of real results
❌ You’d rather DIY — even at the risk of blind spots, biases, and expensive mistakes
From overwhelm to action in 3 steps
Fit Call
(45 minutes)
We learn about your equity, goals, and whether we can meaningfully help.
Equity X-ray
(21 days)
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.
It’s time to take action
Equity can be life changing—don’t leave it to chance.