Services
Every moving part. 1 plan.
8 disciplines, coordinated by 1 planner who knows how tech compensation actually behaves.
What we do
All of it, included in a wealth management relationship
Take the planning on its own and the same disciplines apply. You just run the investments yourself.
Equity compensation planning
The center of gravity for most of our clients. We inventory every grant, model the vesting calendar, decide the job of each vest in advance, and manage single-stock concentration with a written diversification discipline. When a new offer arrives, we read the equity before you sign.
Tax planning
RSU income stacks on salary and pushes withholding behind reality. We project taxes across multiple years, plan around vest timing, and coordinate with your CPA so April is a confirmation, not a surprise.
Investment strategy
Built around your goals, your risk, and the company stock you already hold. Depending on the client that can mean blue-chip dividend strategies or individual bond ladders for income. Low drama, fully explained, reviewed on a schedule.
Retirement planning
Know the number, the date, and the accounts that get you there. For clients retiring early, that includes evaluating Roth conversions in the lower-income years and planning where the income will actually come from. Then check the math over time.
Estate & legacy planning
Company stock can grow into one of the largest assets in your life. We coordinate your equity, your investments, and your attorney's estate documents so the plan and the paperwork agree.
Go deeperInsurance planning
Start with the employer coverage you already have. Size the real need, then close only a gap that is actually there.
Severance & career transitions
Leaving by choice or not, the weeks around an exit are dense with decisions. Severance terms, unvested equity, benefits, and the runway math, handled in order.
Cash flow & budgeting
High income hides sloppy flows. We give every dollar a direction so lifestyle grows on purpose, not by default.