Specialist advice, when you need it
The decisions you make (or don’t make) today around your equity can have a huge impact on your financial future.
What to do with your equity
Advice for what you should do (or not do) with your equity
Early exercise recommendations
Stock option analysis, including exercise and tax strategies, including AMT impact
Liquidity strategies for pre-IPO shares including secondary sales and/or tender offers
Where to start
1. Intro meeting
This call is for your advisor to learn about you, your finances, and goals. You’ll hear about our approach, and what's included. No cost, no commitment; just a check to see if it’s a good fit.
2. Insights session
We’ll dive deep into your equity situation and begin to scenario-plan about what’s important to you - whether that’s exercise decisions, participating in a tender offer, secondary sale tax consequences, or more.
3. Recommendation and equity plan review
We'll walk you through your personalized equity plan and a recommendation for the best option based on your financial situation and goals.
More about pricing
What is an equity plan?
What our clients say
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.
We act in your best interest
We got our start to help educate startup employees on what to do with their equity, after our founders struggled with their own equity decisions, resulting in expensive mistakes. We’ve since experienced first-hand how our community has been underserved by wealth advisors who lack expertise in equity compensation, and often don’t relate to startup or tech employee’s goals and attitudes towards money. But you deserve better and we’re determined to deliver.
Our only goal is to help you make financial decisions that set you up for success. We don’t have a hidden agenda or hidden fees. We’re transparent, honest, and give you the facts. We practice the same values inside Secfi, and have a zero-tolerance policy for a**holes.
Our financial advisors do not sell financing products, insurance, or investment funds and do not accept commissions, or kickbacks of any kind. We believe these often opaque fee arrangements introduce conflicts of interest when we are working together to reach the same goal: your financial well-being. While Secfi does offer exercise financing, it may or may not be the right strategy for Secfi Wealth clients. Our advisors will guide you through different exercise approaches with an objective view of all potential options. If you decide that you want to explore Secfi Financing, you will be introduced to an Equity Strategist.
Our business entities have been set up to safeguard our client relationships and mitigate or prevent conflicts of interest. As a fiduciary advisor, we are required to act in the best interest of our clients, always. All our financial advisors carry the appropriate designations and adhere to the most stringent regulatory standards.
What comes after the equity plan
As a fee-based registered investment advisor, we offer full wealth management services --- everything from saving strategies and retirement planning to estate planning and investment management.