FINANCIAL ADVICE FOR TECH EMPLOYEES
OPTIMIZE EQUITY COMP • LOWER TAXES • MAKE WORK OPTIONAL
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WHAT YOU GET
We help tech employees (that's you!) maximize their equity comp + make work optional.
We specialize in working with tech employees like you.
- Commission Free
- 100% Fiduciary
After all, you wouldn’t visit a Cardiologist if you needed foot surgery.
WHO WE SERVE
We help tech employees with complex compensation and $500k+ to make work optional.
“You work hard to grow your wealth. We’re here to help you optimize it.”
“Transition with confidence to the next phase of life. Whenever you're ready.”
“Build a stream of income that lasts a lifetime. From taxes to portfolios, we can help.”
WEALTH MANAGEMENT INSIGHTS
Get the latest information on investment solutions and planning your finances
5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP
The Ultimate Guide to Tech Compensation in 2022
Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.
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