Unlock the equity strategy
built for Tesla
Finally, avoid common mistakes with clear, tax-aware planning
Does this sound like you?
➤ You’re stuck on the sidelines, scared of a massive tax bill.
➤ You want a clear plan, but don’t trust generic advisors with Tesla equity
➤ You keep putting it off — missing key deadlines
➤ You want to diversify without selling your Tesla shares
➤ You want to DIY, but don’t have the time or expertise
You’re not alone…
The ‘smart move’ that triggered a $750,000 tax ruin
Facing a looming $750,000 Alternative Minimum Tax bill, this early startup employee 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, he 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.
This 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.
★ ★ ★ ★ ★
“…amazing to work with. […] makes things that are hard to wrap your head around, easier to understand. Highly recommend.”
— VP at $5 billion company
Your clear path to optimized Tesla equity without…
❌ Tax surprises (especially AMT traps)
❌ Risky financial advice from Reddit, Slack, AI bots, or co-workers
❌ Disconnected equity decisions across your Tesla ISOs, ESPPs, RSUs, etc.
❌ Costly mistakes and missed opportunities
❌ Hidden Tesla 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 Tesla equity
✅ Proactive tax-planning year after year
✅ Confident decisions across your Tesla ISOs, RSUs, ESPPs, etc.
✅ Your time back with hands-off wealth management
Get unstuck—
Introducing the Wealth Clarity Blueprint
The strategy we use with Silicon Valley Execs to drive faster, smarter decisions.
Clarify the ‘why’
We start by identifying your values and goals—so your plan is built around what actually matters.
Align risk
We measure how much risk you are willing and able to take—so you avoid decisions that could lead to financial or emotional ruin.
Optimize financial benefit
We next discuss trade-offs across multiple scenarios to help you get aligned on the best path forward.
Minimize taxes
Finally, we uncover the tax planning opportunities that work in your favor—but never at the expense of your goals, values, or peace of mind.
From overwhelm to action in four clear steps
★★★★★
“...I have already referred my sister to work with Tech Wealth based on my experience!”
— General Manager at Tesla
Designed to solve the challenges Tesla employees actually face
✅ Equity Strategy
Know when to exercise, sell, or hold your complex Tesla equity (RSU, ISO, ESPP, AMT, and beyond)
✅ Tax Planning
Minimize taxes—year after year.
✅ Portfolio Management
Offset Tesla-heavy holdings with a portfolio built for over-exposed Tesla 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 Planning
Connect every financial piece—equity, taxes, savings, and goals—into one evolving strategy.
…and anything else that causes you to lose sleep.
Exclusive bonus
Control your Tesla wealth for generations—even if you haven’t thought about estate planning
Get the toolkit that helps you protect your wealth from probate, taxes, & family disputes
✅ 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.
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
Timing matters—we help you get it right
Our advice works best if…
✅ You’re ready to save time by outsourcing financial planning and investing
✅ You need someone who knows Tesla 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 don’t want tax-planning, only tax-advice
❌ You want to DIY — even at the risk of blind spots, biases, and expensive mistakes
Wealth management you’ll love
★★★★★
"...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
★★★★★
“...explained AMT in a very digestible way and calmed my concerns with it…”
— Engineering Manager
Feel confident choosing Tech Wealth
It’s fair to wonder: Is a financial planning 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.
Your questions, answered.
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Coordinating Tesla's 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.
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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 the 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.
1% on the first $5 million
0.5% on amounts exceeding $5 million
Non-AUM options available upon request
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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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We built our process to free up your schedule by handling the deadlines and complexity.
Take control of your equity today and stop missing critical opportunities.
Don’t leave your Tesla equity to chance…let’s talk
You’ve worked hard for your Tesla 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 Tesla 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.