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 love how Tech Wealth explains everything [and] spends lots of time on us."
Senior Manager at Tesla with over 50 direct reports
Your clear path to optimized equity without…
❌ Tax surprises (especially AMT traps)
❌ Risky financial advice from Reddit, AI bots, or co-workers
❌ 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, etc.
✅ Proactive tax-planning year after year
✅ Your time back with hands-off wealth management
Introducing the
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.
Get one-on-one, expert support during your critical equity moves—so you don’t mess up a one-time chance.
Enjoy a custom-designed portfolio to avoid the hidden concentration risks found in company stock and popular index funds (i.e S&P 500).
Build a iron-clad portfolio that sustains your life-style—even if your equity goes to $0).
Tax Optimization Suite
Preview the tax impact before big financial moves — making better decisions with fewer blind spots.
Stop paying IRS penalties with dead-simple guidance on how much tax to pay and when.
Access the tools the wealthy use to diversify without selling or triggering a massive tax bill.
Asset Protection Plan
Protect your wealth from the public courts, taxes, and family disputes.
Cut the odds one lawsuit wipes out your future.
Keep your equity for your family and the charities you love—not lost to the 40% estate tax.
Lifestyle Accelerator
Turn company stock into a new home, dream vacation, or car without gambling your future wealth.
Upgrade your lifestyle without quietly draining your future.
Pinpoint when work becomes optional—so you can retire on your terms.
?? From overwhelm to action in four clear steps ??
★★★★★
“I had a plan worked out, some math done, but the scale of 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 at SpaceX
★★★★★
“We're finally getting a hold of our AMT tax situation and making smart choices […] The blend of support is very tailored.”
Senior Executive at $9 Billion Startup, Stanford & Harvard Alum
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…
Because of the depth of planning, I only have 5 new Equity‑to‑Wealth clients spots left and 2 Private Clients for 2026; once those spots are filled, new applicants join the 2027 waitlist.
How you’ll overcome the challenges tech employees face—all in one place.
✅ Equity Strategy
Know when to exercise, sell, or hold your complex equity (RSU, ISO, ESPP, AMT, and beyond)
✅ Tax Planning
Minimize taxes—year after year.
✅ Portfolio Management
Offset company concentration with a portfolio built for over-exposed employees—an edge the S&P 500 simply can’t offer.
✅ Cash Flow Management
Know exactly how much you can spend—without second-guessing your future.
✅ Asset Protection
Safeguard what you’ve built with smart risk management.
✅ Retirement Planning
Unlock the freedom to retire on your terms.
✅ Education Funding
Secure your child’s future with tax-advantaged funding.
✅ Financial Advice
Connect every financial piece—equity, taxes, savings, and goals—into one evolving strategy.
…and anything else that causes you to lose sleep.
Exclusive bonus
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.
★ ★ ★ ★ ★
"Tech Wealth's niche is exactly what we need."
Client with $20 million net worth
★ ★ ★ ★ ★
“Tech Wealth doesn’t have a specific agenda […] it’s more data-driven, which I love.”
CRO, raised over $90 million from Goldman Sachs
Common tax advice can backfire
Dave was facing a looming $750,000 Alternative Minimum Tax bill, and sold his house in 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.”
And honestly, he was—mid-career, when most are hitting their stride.
Like so many others, Dave timed his equity decisions in an attempt to reduce taxes, but it backfired badly.
I thought this kind of tragic mistake died with the dot-com bubble. But here he was, 20 years later, contacting me in desperation.
As much as I wanted to help, it was too late. The tax was incurred and the IRS would get their money. That’s when I saw it—his struggle wasn’t unique. It was a symptom of a bigger problem.
Trying to save on tax is a problem—and you’re paying for it.
People are obsessed with optimizing for taxes…to a fault. Well-meaning coworkers, generic advisors, and even credentialed pros offering one-off advice have led smart people straight into this trap.
It suddenly hit me: tax planning is step four, not step one.
I began sketching what would become the Wealth Clarity Framework—a four-step sequence that helps clients make smarter decisions with their equity, while avoiding common mistakes.
Stop wasting time on trial and error. Use our dynamic, living framework that adapts to equity shifts, market swings, life events, and looming deadlines. It’s the ongoing process I use with engineers, execs, and everyday employees—empowering them to make smarter decisions with more confidence.
This is exactly why I built Tech Wealth: to replace complexity with clarity.
Client details anonymized; past outcomes do not guarantee future results.
Critical deadlines that catch people off-guard
🟥 Quarterly estimated taxes
🟥 Year-end tax planning
🟥 AMT trigger window
🟥 Blackout windows
🟥 ESPP tax trap
🟥 …and more
Stay ahead of the next Estimated Tax deadline
Tax timing matters—you can’t afford to get it wrong
★★★★★
“My mind is so busy with so many other things…the peace of mind is priceless.”
Lead Engineer at Anduril
★★★★★
"…a really positive experience…has taken a lot off my mind, and I've really liked it."
Senior Engineer at Zipline
BONUS
IRS Refund Hunt
See if you've overpaid on your taxes within the last 3 years...so you can get your money back
★★★★★
“...I have already referred my sister to work with Tech Wealth based on my experience!”
General Manager at Tesla
Case Example: A Tesla manager came to Tech Wealth after being told their tax situation was already in good shape. As part of our 3-Year Refund Hunt, we found an equity-comp reporting issue that had caused double taxation. After amended returns were filed, the client recovered approximately $70,000 in overpaid taxes—enough to cover multiple years of advisory fees. More importantly, they gained confidence that their ISOs, RSUs, ESPP, and future tax filings were being reviewed through an equity-comp lens. Results vary and are not typical.
Our advice works for…
✅ You’re ready to save time by outsourcing financial advice and investing
✅ You need someone who knows equity
✅ You want proactive tax-planning—not just help at tax time.
✅ Your goals matter more than beating the “market”
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 want to DIY — even at the risk of blind spots, biases, and expensive mistakes
Wealth management you’ll love
★★★★★
"Riley was great [...] Really appreciate 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.”
Senior Engineer
★★★★★
“Explained AMT in a very digestible way and calmed my concerns with it.”
Engineering Manager & Berkeley Alum
★★★★★
"…I promote Tech Wealth every chance I get [...] it’s a no-brainer…”
— SVP at $7.5 billion company
★★★★★
“Solid five stars for sure…put me at ease having a plan in place.”
Account Manager at $5 billion startup
★★★★★
“Amazing to work with. […] Makes things that are hard to wrap your head around, easier to understand. Highly recommend.”
VP at $5 billion company
★★★★★
“This guy is really good...more of that strategic thinking I was looking for...we love having [his] experience.”
Manager at $1 billion AI pharma startup
★★★★★
“…I don’t think AI can compete with Tech Wealth, especially in the niche of equity compensation [...] that advice isn’t commoditized.”
— Engineering Manager at SpaceX
Feel confident choosing Tech Wealth
It’s fair to wonder: Is a financial advisory relationship worth it? You’re not alone.
Don’t worry—we’ll only move forward if we believe the long-term value clearly outweighs the cost.
Talk with a current client about their experience—before you decide to work with us.
Clarity & Coverage Guarantee
Go through the Equity‑to‑Wealth System for 90 days. If you’ve completed the steps below and you don’t feel 100% clear on
• how your equity is taxed,
• what moves we’re making and why, and
• that we’ve double‑checked for obvious filing errors or missed refunds in the last 3 years,
then I’ll do one of two things, your choice:
Work with you for another 90 days at no additional planning fee, to fix whatever still feels unclear, or
Refund 50% of your planning fee.
To qualify, you simply need to:
• show up to our scheduled meetings (or reschedule with 24‑hour notice),
• complete the intake forms I send you, and
• provide the requested tax returns, equity statements, and documents within 30 days.
Your questions, answered.
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Coordinating your complex equity (RSUs, ISOs, ESPPs) requires expertise you won't find online.
Why waste dozens of hours trying to become an expert and risk costly mistakes?
Trust a specialist.
—👇Don’t take our word👇—
★ ★ ★ ★ ★ Legal staff lead at OpenAI (client)
“...AI is very imperfect…I want a human who will understand nuance…Tech Wealth has our best interest in mind.”
★ ★ ★ ★ ★ Senior Engineering Manager, SpaceX (client)“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.”
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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.
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Fair question—and one we welcome. Don’t worry, we’ll only move forward if we believe your long-term value clearly outweighs the cost.
Speak with a client first to decide confidently.
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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.
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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.
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Our process frees up your schedule by handling the deadlines and complexity.
Take control of your equity today and stop missing critical opportunities.
Legal staff lead at OpenAI
★ ★ ★ ★ ★
“...AI is very imperfect…I want a human who will understand nuance…Tech Wealth has our best interest in mind.”
Senior Engineering Manager, SpaceX
★ ★ ★ ★ ★
“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.”
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.
Click below to get started—before deadlines pass and opportunities close.
Let’s talk
First, let’s see if we’re a good fit.
(1-minute)
DISCLAIMER:
The information on this site is not intended as tax, investment, or legal advice. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. Past performance is no indication of future results. Investment in securities involves significant risk, including loss of principal. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. Your use of the information is at your sole risk. Under no circumstances shall Tech Wealth be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site.