Where your equity meets wealth management
Financial advice
for people
in tech
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
★ ★ ★ ★ ★
“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
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 & 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.
★★★★★
“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, 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
★ ★ ★ ★ ★
“...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
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 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
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
Cut 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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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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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
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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.