Wealth management for high earners in tech.
High income gives you more levers to pull: smarter tax moves, better equity decisions, strategic borrowing. Are you using them well?
Complimentary intro call
Trusted by leaders at
High income gives you more levers. Most go unpulled.
Equity compensation
RSUs, ESPP, options, vesting cliffs and concentrated stock - when to hold, sell, or diversify.
Tax-aware strategy
Coordinate investment and financial decisions with their tax impact before the year is already over.
Financial independence
Know what enough looks like, what it takes to get there, and which tradeoffs are worth making.
Real estate decisions
Buying, selling, mortgage strategy, capital gains, and whether property investing fits your life.
Family & education
529s, private school tradeoffs, college funding, and how education fits the bigger plan.
Protection & estate
Umbrella coverage, term life, wills, trusts and beneficiaries - the boring-but-important pieces.
We know your world, inside and out.
Our advisors have spent their careers inside tech - at DoorDash, Google, LinkedIn and Microsoft - navigating RSU vests, high taxes, large mortgages, and the constant question of whether they were making the right financial choices.
Unless you grew up with wealth, chances are you never learned the playbook for optimizing your personal finances. The people we work with are incredibly smart and successful, and still leave hundreds of thousands, if not millions, of dollars in future wealth on the table.
Most people who come to us are not in financial trouble - they're just wondering if they can do better. Eight times out of ten, they can.
We work with high-income tech professionals as their wealth manager - across equity, taxes, cash, mortgages, concentrated stock, and the big life moves behind all of it. The goal isn't more money for its own sake. It's the freedom to retire early, fund your kids' college, take the sabbatical, and buy the home you actually want.
Everything in one place, current every morning.
Start with a conversation.
A complimentary intro call - a light audit of your financial setup and an honest read on where the opportunities are.