We help tech professionals grow and preserve their wealth

Yes, you will have a dedicated advisor. We believe having a dedicated advisor leads to a stronger advisor / client relationship, which leads to better financial outcomes for you. Upon beginning our engagement, you will have a Lead Financial Advisor who will serve as your primary contact and a dedicated team to support your financial needs.

Yes, we can. Our team of advisors are certified financial planners and have deep experience in equity compensation along with other aspects of financial advice and investing.

No, you aren't required to have us manage your investments. Though we do believe an integrated approach to financial planning and investing results in better outcomes.

No, we do not file your tax return in-house. However, we have a CPA partner with experience in equity compensation which can prepare your return.