Pay less in taxes
Make confident equity decisions
Build lasting wealth
Our typical clients are —
Households whose financial life is shaped by equity in a company they helped build.
Tech Professionals
Engineers · PMs · Design
Technologists with RSUs, stock options (ISOs & NSOs), restricted stock awards, ESPPs, and other forms of equity-ownership complexity.
Founders & Early Employees of Start-Ups
Pre-IPO · M&A · Secondary
Founders and entrepreneurs anticipating an acquisition, IPO, or other liquidity event.
From All Professions
Multi-decade households
Established households, usually 25 – 45 years old, building wealth deliberately and ready for a long-term partnership.
Services offered.
A fee-only, fiduciary practice specializing in stock ownership — straightforward guidance and individual attention.
Financial Planning
A clear roadmap for your financial life, including cash flow, goals, equity vesting timelines, and the decisions that connect it all.
Investment Management
Portfolios built around your existing holdings, concentrated stock positions, and tax situation — not a one-size-fits-all model.
Tax Strategy
Proactive tax planning across income, capital gains, and equity exercises, coordinated with your CPA each year.
As a fee-only, fiduciary advisor specializing in stock ownership, we offer straightforward guidance and individual attention — so you can make confident decisions about your financial future.
Transparent, by design.
Our full-service relationship is available for a $5,000 annual retainer, which includes management of your first $500,000 in assets. For assets above $500,000, the following tiered fee schedule applies:
| Asset Tier | Annual Fee |
|---|---|
| $0 — $1,000,000 | 1.25% |
| $1,000,001 — $4,000,000 | 1.00% |
| $4,000,001 — $8,000,000 | 0.75% |
| $8,000,001 and above | 0.60% |
Insights.
October 2, 2026
How an Anduril tender offer works – who is eligible, why the buyer's identity can change your tax rate, and the shorter decision window the 2026 SEC order created.
September 28, 2026
Years of accumulated RSU equity can land in a single tax year at IPO. Here's the tax math, the withholding gap that trips people up, and what to do before November.
September 25, 2026
Anduril stock options and AMT under the 2026 rules: your crossover point, why you cannot undo an exercise here, and how much tax comes back.
Fee-only
Fiduciary
Equity specialists