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Secfi wealth

Financial advice for the tech world

Get personalized financial advice and investment management that starts with your equity and continues with your financial goals.

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We work with employees with equity from leading companies.

Your most important financial decisions are happening now

Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
What can I do to save on taxes?
Do I qualify for QSBS?
How much money do I need to retire early?
Should I sell my company shares now or wait?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Can I avoid AMT?
I just had a windfall, what should I do with it?
How do I maximize my employer benefits?
How do I eliminate tax bill surprises?
Should I exercise my stock options?
equity chart

And your equity may be your ticket to financial independence

Getting your equity right can unlock new financial possibilities

Your goals may be closer than you think.

Getting your equity right can unlock new financial possibilities
How we help

Client stories

We want to know if I should sell shares during my company's tender offer

Tech Program Manager & Physicians Assistant
Recently Married

We want to know how to navigate my company’s IPO and what to do with our financial windfall

COO and Physician
Married with young children

We want to avoid tax surprises and negotiate more equity compensation for a new job

Enterprise Sales Leaders
Married with a newborn

I want to know if and when to exercise my stock options (my company’s 409A dropped)

Senior Software Engineer
Single

What we offer

Whether you need guidance for what to do with your equity right now, or ongoing financial advice and investment management, we've got you covered.

Stock Option & Equity AdviceWealth Management
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.
Starting at1800Learn more
Starting at1250per quarter*Learn more

Stock Option & Equity Advice
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.
Starting at1800Learn more
Wealth Management
Equity exercise & tax implications
When and how much to exercise to optimize your net gains, including strategies to minimize your AMT liability.
Liquidity strategies for pre-IPO companies
Recommendations to get cash from your shares, including secondary sales, tender offers, and liquidity financing.
IPO and exit planning
Equity guidance to navigate an IPO or acquisition, including different exit scenarios and tax strategies.
Investment management
Personalized managed portfolios designed to help you save money, make money, and manage your risks.
Access Alternative Investments
When the time is right, access private investment opportunities with guidance from your team.
Retirement planning
Strategies to get - and stay - on track for your retirement goals.
Tax planning & advanced tax strategies
QSBS planning, trust stacking, and charitable giving strategies.
Estate planning
Advanced legacy planning and strategies, including insurance.
Starting at1250per quarter*Learn more

It starts with a conversation

If most of your financial assets are tied up in your company stock, you are not alone. That's true for many of our clients.

No question is too big or small.

Secfi team smiling