Our team has deep expertise in equity, tax implications, and how it fits into your financial picture.
We help you make important equity decisions that can set you up for financial success.
We take a comprehensive view of all your finances, including stock options, to help you save time and money, and grow your wealth.
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.”
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.”
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.”
“I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.”
“I realized I’ve been sorely needing your advisory services. So excited to work with you.”
“Secfi was one of the only places I could find that could give me accurate calculations on AMT.”
“Secfi felt like the safest option. There is upside and almost no downside, and I might as well play it safe.”
“What I found most comforting was that this would allow all our employees, not just the executives or senior ones, an opportunity to have the option to make a major life decision.”