TECH PROFESSIONALS.
You've earned your wealth through equity. Now it's time to protect it.
Tech compensation has always been complex. RSUs, ISOs, ESPPs, refresh grants, and stock that grows faster than your salary ever could. But here’s the new reality. AI is reshaping the industry at an increasing rate. Roles that were once secure are being automated. Teams are shrinking. And even the most talented engineers, product leads, and senior execs are finding themselves asking:
What if my job disappears before I’m ready?
If a large portion of your net worth is tied up in a single company’s stock, the risks are no longer theoretical. That concentrated equity may need to fund your future, on your timeline, not the company’s.
For Tech Professionals with Wealth and Complexity
You’ve outperformed, now it’s time your financial life did the same.
You built your wealth by solving problems others didn’t even see yet. You’ve scaled companies, experienced IPO’s, held RSU’s and maxed out retirement accounts. Maybe you’ve exited large positions once. Maybe twice. And now, the stakes are too high to rely on generalized advice or basic planning.
This isn’t about budgeting or whether you should open another savings account.
This is about orchestrating your entire financial life with the same precision and foresight that helped you build your career.
The Tech Reality Most Advisors Miss
Most advisors don’t speak your language. They don’t understand that AI is eliminating jobs at an increasing rate and the stock we have now may need to fund the rest of your life.
They don’t know what it feels like to sit on millions of unvested shares. Or how one of these vesting’s could trigger a tax nightmare if not managed correctly. They don’t understand blackout windows, AMT risk, or what it feels like to hold concentrated stock during market volatility. Their clients don’t live in that world, but you do.
And the decisions you make today; how and when to diversify, how to structure your estate, how to shield your income from taxes, all have long term consequences.
You don’t need “financial advice.” You need a partner who is focused on strategy and understands your specific needs.
That’s what I do.
What We’ll Work on Together
- A strategy to unwind concentrated equity without wrecking your tax return
- A plan for your next move: new ventures, early retirement, or just less stress
- Clear structures for estate planning, liquidity events, and multi state tax exposure
- Access to private strategies normally hidden behind $10M minimums
There Are No Do Overs with Wealth
A single missed filing. An improperly titled asset. A trust set up too late. These aren’t mistakes, they’re million-dollar errors. You don’t need more apps or dashboards. You need a partner who helps you make the right call the first time.
Start with a Conversation
If you’ve ever wondered what a second set of experienced eyes could do for your situation, now’s the time.
Let’s talk.