Pay Less in Taxes | Make Confident Equity Decisions | Build Lasting Wealth
Life is Too Short Not to Have a Plan
Are you losing money because you’re not sure when to buy or sell?
Are you confused about your RSUs and stock options?
Does tax planning with equity comp make your eyes glaze over?
You Deserve Straightforward Guidance
Confused, frustrated, or stressed about your equity compensation?
As a fee-only, fiduciary financial advisor specializing in stock ownership, I offer straightforward guidance and individual attention — so you can make confident decisions about your financial future. We make decisions about:
About Me
I founded Fortrove Partners to give founders and tech employees a fee-only, fiduciary financial advisor who actually understands equity compensation — someone who has read through the 409(A) valuations, option agreements, and RSU grant documents so you don’t have to.
Equity compensation planning is complicated. ISOs, NSOs, RSUs, 83(b) elections, AMT exposure — the terminology alone can make it difficult to even know what questions to ask. Everyday, I talk with people who feel overwhelmed trying to find a financial advisor they can trust with their stock options and vesting decisions. I built Fortrove so that navigating equity ownership feels less like a maze and more like a clear path forward.
Growing up working at my father’s auto dealership, I learned early what exceptional client service looks like — and I saw firsthand both the rewards and the challenges of building something of your own.
Before founding Fortrove, I deepened that foundation by investing in public and private equity markets. I hold a B.S. in Finance and International Business from Pennsylvania State University, and I completed the Harvard Business Analytics Program with Distinction — credentials I put to work every day helping clients in New York City make smarter decisions about their equity compensation.
When I’m not helping founders and employees build wealth through their stock ownership, you’ll find me on a tree-lined ski run or longboarding when it’s glassy and cloudy. I live in New York City with my wife, Linda.
Calendar
Insights
Qualified Small Business Stock (QSBS) & Section 1202: Complete Guide to the Updated Rules (One Big Beautiful Bill Act)
Most founders don't know it exists until it's too late. Section 1202 of the U.S. Tax Code lets qualifying shareholders exclude up to $15 million in capital gains from federal taxation – zero capital gains tax, zero NIIT, no AMT impact. This guide covers everything: who qualifies, what the One Big Beautiful Bill Act changed, and how families are using stacking strategies to shield tens of millions across generations.
Equity Compensation Financial Advisor in NYC
If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.
How to Invest in the SpaceX IPO (Without Stressing Over an Allocation)
The call never comes for most of us. By the time retail investors can buy a hot IPO, the price already reflects all the excitement. The SpaceX IPO will be no different — but two public stocks can get you in before the window opens.