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.

SPECIALIZED EXPERTISE TO PROVIDE CONFIDENCE YOU’RE ON TRACK TO REACH YOUR GOALS.

  • RSUs
  • Deferred Compensation & Pension
  • Mega Backdoor Roth
  • Employer Stock Purchase Plan (ESPP)
  • Diversification & Investing
  • Tax & Insurance Planning

WHY US?

We specialize in working with tech employees like you.

  • Transparent Pricing
  • Independent
  • 100% Fiduciary

After all, you wouldn’t visit a Cardiologist if you needed foot surgery.

 

WHAT OUR CLIENTS ARE SAYING

WEALTH MANAGEMENT INSIGHTS

Get the latest information on investment solutions and planning your finances
FEATURED RESOURCE

RSU Taxes Explained + 4 Tax Strategies for 2023 Read more

POPULAR RESOURCES
Employee Stock Purchase Plan (ESPP): The 5 Things You Need to Know Read more
Tax Planning For The Three Phases of Your Financial Life Read more
Everything You Need To Know About Intel Benefits Read more

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Comp

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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