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?
Services Offered
We offer financial planning, investment management, and tax strategy
As a fee-only, fiduciary financial advisor specializing in stock ownership, we 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
10b5-1 Trading Plans: How to Finally Sell Your Company Stock Without the Stress
You can see your wealth. You just can't reach it. A 10b5-1 trading plan changes that – here's how corporate insiders use pre-arranged trading plans to sell company stock legally, automatically, and on their own terms.
Concentrated Stock Position Strategies: 7 Ways to Diversify Without a Massive Tax Bill
You worked years to build wealth through RSUs, stock options, or an IPO. Now most of that wealth sits in a single stock. This guide walks through 7 tax-smart strategies to reduce your concentrated stock position – without triggering a tax bill that wipes out the gains.
ESPP Playbook: Tech Employee’s Complete Guide to Discounts, Lookbacks & Taxes
Your ESPP is offering you a 40%+ annualized return before the stock moves a dollar. The lookback provision. The qualifying disposition ladder. The cost basis adjustment that prevents double taxation. Here's the full playbook – written for the tech employee who's done waiting to figure this out.