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.
How We Work Together
You deserve a fee-only financial advisor who will explain your equity compensation clearly, reduce your financial anxiety, and stay by your side as your situation evolves.
You deserve a fee-only financial advisor who will explain your equity compensation clearly, reduce your financial anxiety, and stay by your side as your situation evolves.
Calendar
Insights
Micron stock soars: what investors should do when a stock triples
Most investing advice tells you how to find winners. Almost none of it tells you what to do when you actually have one. Here's a clear-eyed look at your options after Micron's 3× run.
Covered calls for tech employees with concentrated stock
Tech employees accumulate large stock positions through RSUs, ESPPs, and options — and selling feels hard. A covered call strategy lets you generate monthly income from shares you already own, reduce a concentrated position gradually, and create a partial buffer against price declines without making a rushed decision to sell.
NIIT Overview
The hidden tax on top of capital gains.