Who we serve

For tech professionals with equity and not enough hours.

RSUs · ISOs · ESPP•Concentration risk•Mega-backdoor Roth

Your comp is part salary, part RSUs, part ESPP, and every vest brings a tax question you didn't sign up for. Meanwhile your company stock quietly became half your net worth.

See if we're a fit

Sound familiar?

It's vest day. Your brokerage shows a number that would have amazed you five years ago, and your first feeling is dread, because a chunk of it belongs to the IRS and you're not sure how big a chunk. You've got a dozen tabs of half-answers open, a trading window that closes Friday, and a nagging sense that doing nothing is also a decision. That's usually the week people call us.

How we help

What that looks like for you.

A plan for RSUs, ISOs, NSOs, and ESPP that manages taxes and timing

A disciplined way to diversify concentrated company stock

401(k), mega-backdoor Roth, and benefits optimization

Someone who speaks fluent equity comp and moves as fast as you do

Relevant services

Where we'd likely start.

Equity compensation

Make your RSUs and options work.

Learn more →

Investment management

Invested for growth. Managed for taxes.

Learn more →

Tax planning

Fewer surprises come April.

Learn more →

Common questions

Things tech professionals usually ask first.

Do I have to sell my company stock?

No, and we'd never push you to. We weigh your conviction in the company against what concentration means for your goals, then diversify on a schedule and at a pace you're comfortable with, managing taxes along the way.

Can you work within my trading windows?

Yes. Blackout periods and pre-set trading plans are normal in our world. We plan sales and exercises around your windows, so decisions get made ahead of time, not in a Friday-afternoon scramble.

Let's build something together

If you're looking for a financial partner who's in it for the long haul, let's talk.

See if we're a fit See how it works

No obligation. No sales pitch. Just a conversation.

Loading…