Unlock the tax-smart strategy built for your high-stakes equity.
Niche Wealth Management for Tech Professionals
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”
SVP at $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…
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 starts with:
Goals → Risk → Financial Merit → Taxes
That’s why I built 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.
★★★★★
“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
★★★★★
“We're finally getting a hold of our AMT tax situation and making smart choices […] The blend of support is very tailored.”
Senior Executive, $9B Startup — Harvard Alum
Introducing the
Equity-to-Wealth System™
Turn your company stock into a tax‑smart, durable, and spendable fortune.
1. 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.
2. 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.
3. 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.
4. 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.
We built a framework to prevent expensive mistakes
Most costly equity decisions happen when taxes drive the planning. We reverse the order — intentionally.
OUR PLANNING PHILOSOPHY
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.
Step 4
Tax Optimization
Once the first three are aligned, we minimize the taxes — not the other way around. Taxes follow the decision. They don't lead it.
★★★★★
“We're finally making smart choices”
Senior Executive & Harvard Alum
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
Feel confident choosing Tech Wealth
It’s fair to wonder: Is a financial advisory relationship worth it? You’re not alone. 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 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
Included for qualified clients
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 for qualified clients
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 at Tesla
Case Study: A Tesla manager came to Tech Wealth after being told their tax situation was already in good shape. As part of our Tax Overpayment Audit™, 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.
Continuous Stewardship
While you focus on your career, we also handle these behind the scenes
✅ 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.
The deadlines most tech employees miss
🟥 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
Client Capacity
As of June 8, 2026
Because of the depth of planning, Tech Wealth selectively partners with a few new clients each year. For the 2026 calendar year, we have the remaining spots:
4 Equity‑to‑Wealth™ clients
2 Private Wealth Advisory clients
Once these spots are filled, new applicants may join the 2027 waitlist.
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
What our clients say
★★★★★
“Amazing to work with. […] Makes things that are hard to wrap your head around, easier to understand. Highly recommend.”
VP at $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 and how he takes time to get to know what I'm looking for and tailor things to me.”
Senior Engineer, Tesla
★★★★★
“...excellent listener and offers precise and genuine advice to people to succeed in their journey for wealth planning.”
Senior Engineer
★★★★★
“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
★★★★★
“Solid five stars for sure…put me at ease having a plan in place.”
Account Manager at $5 billion startup
★★★★★
"I love how Tech Wealth explains everything [and] spends lots of time on us."
Senior Manager at Tesla with over 50 direct reports
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.
Your questions, answered.
-
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.”
-
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.
-
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.
-
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.
Our Stance on Fees & ConflictsThe 1% AUM critique applies to advisors who only manage portfolios. We don't. Tax strategy, equity planning, asset protection, and estate coordination are all included as part of a much larger, specialized engagement.
And unlike most models, ours is specifically designed to prevent conflicts of interest. Our framework — Goals → Risk → Financial Merit → Taxes — ensures your priorities lead, not ours.
Our agreements also have no set term and no exit penalty — clients can leave at any time. We either do good work and clients stay, or we don't and clients go. This is what true alignment looks like. -
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.
-
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
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.
Apply for a 2026 Spot
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.