Wealth management for startup executives
Tailored strategies and specialized guidance to navigate and maximize the unique wealth opportunities for startup executives.
Financial peace of mind
We understand you have unique needs
We recognize the distinct financial landscape of startup executives and offer solutions that cater to your individual goals and challenges. Our approach is tailored to address the complexities and opportunities of your position.
We'll take care of it
Entrust your financial management to our team of specialists who are dedicated to handling every aspect of your wealth management. From strategic investment planning to personalized tax optimization, we ensure every detail is meticulously managed for your benefit.
So you can relax and enjoy
With your financial affairs in our capable hands, you're free to focus on what matters most to you. Enjoy the peace of mind that comes from knowing your wealth is growing and being managed, allowing you to savor life's moments without financial worry.
Solutions tailored just for you
Comprehensive tax planning
We're equipped to handle the intricate tax situations unique to executives. Including expertise in QSBS and equity sale strategies for tax minimization.
Advice on real estate purchases
Aid in challenges founders face in real estate, from securing mortgages to considering different ownership structures.
Asset protection, insurance & estate
Tailored insurance and estate planning recommendations to secure your financial legacy.
Ongoing equity planning recommendations
Continual guidance on your equity, sales strategy to minimize taxes and advice on optimal structuring of new equity grants.
And much more...
Advanced legacy planning
Investment Management
Charitable strategies
Angel investing advice & support
A modern approach to investing backed by time-tested strategies
It’s complementary to your equity
Most of our clients own a stake in the company they work for or founded. We seek to build portfolios to help complement the risk you take as a shareholder in your company.
It’s adjustable
Your portfolio adapts to your changing situation. For example, after a liquidity event, your portfolio may evolve to suit your new circumstances, goals, and risk capacity.
It’s transparent and educational
We do what we say we will do. We educate you on the rationale behind the strategy, the expected outcomes, and the range of possible outcomes. We look to have a well considered economic reason for every choice we make.
It’s built on financial evidence, research, and theory
Our approach was developed by John Morrison, CFA, based on academic research and practical experience at Dimensional Fund Advisors, Goldman Sachs, Bain, and more. Our goal is to outperform index funds over the long-run by managing your risk factors, compounding returns, and rebalancing as needed.
Our team of experienced Wealth Management professionals
Get acquainted with our dedicated professionals who bring a wealth of experience and personalized care to every aspect of your financial journey.
John Morrison, CFA®
Head of Portfolio Management
Chris Arnold, CFP®
Lead Financial Advisor
Mike Allred
Financial PlannerWe 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.
Equity education & planning for employees
We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.
Learn more