A financial plan that ignores equity is no plan at all
Most wealth advisors don’t understand how stock options fit into a financial plan. Good thing we’re not most wealth advisors. Your equity is the gateway to potential wealth. Our team is uniquely equipped to paint a full financial picture that includes your equity so you can maximize your financial potential.
First, let’s nail your stock options
Know exactly what to do with your equity
- Holistic review of your finances, including your equity and its potential value
- Multiple exercise strategies, including net benefits and tax optimization of each
- Tax prep and filing with a CPA
Next, let's protect and grow your money
Financial planning with a focus on equity
We’ll help you build a plan for home ownership, retirement, your kid’s education, passion projects, and whatever’s important to you.
Estate planning, taxes, and insurance
You’ll have access to opt in to services from a coordinated team of reputable advisors to help you with your taxes, estate planning, and insurance.
Investment management
We regularly monitor and rebalance your portfolio using modern investment solutions to protect and grow your hard-earned wealth.
Designed for today. Built for tomorrow.
Most startup employees aren’t millionaires, but you still need sound investment advice.
We personalize our advice and recommendations to help you achieve your goals.
You can get exclusive access to private market investments.
Never be blindsided - you’ll have access to a modern platform that provides a holistic view of your net worth and all your assets, including your equity.
We work with employees from cutting-edge startups
