Hi 👋 We're Tech Wealth.
Allow us to do the heavy lifting
Riley Hale
Founder
Our story
The industry has a problem and you are paying for it.
One night, my wife came home from work, anxious. She'd overheard a conversation about how equity can trigger devastating tax bills. How could we navigate this?
Nobody had answers. Neither my niche degree in personal financial planning nor passing the CFP exam prepared me to address equity. Scouring online yielded little. Let's face it, financial professionals aren't prepared to handle equity.
I decided to change this.
I have dedicated my career and my firm to help people like you—people with equity who need an informed guide. If you want to use your money to travel more, spend time with loved ones, and save on taxes, you're in the right place.
This is why I created Tech Wealth.
We meet you where you're at
Our clients are all over the country—from San Francisco and Seattle to Texas and New York. We're located at the base of the Rocky Mountains in Salt Lake City, Utah...but our presence is nationwide.
Wherever you live, we work close with clients, making us far from ordinary.
We’ve helped employees of these companies (and more)
It’s time to take action
Equity can be life changing—don’t leave it to chance.