Optimize Equity Comp | Lower Taxes | Grow Your 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
You shouldn’t feel confusion, frustration, and stress around your finances. Get straightforward guidance and individualized attention to give you clarity on equity compensation.
We work together to focus on your situation, your hopes, and your dreams, so you can confidently make decisions about:
I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.
From a young age, I learned the value of exceptional client service while working at my father’s auto dealership, and I also came to understand both the rewards and challenges of running a business. I chat with people every day who don’t understand all the finance lingo. It can feel scary trying to pick a financial advisor when you aren’t sure how to communicate about the ins and outs of your equity compensation.
Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction, all so that I can help you invest in your future.
In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.
Don’t Compare Yourself to Others
When you achieve something awesome - finishing a marathon, getting a promotion, or finishing grad school, it feels great doesn’t it?
Should I Sell My RSUs When They Vest?
Let’s say that you had an extra 10 G’s lying around. Would you use the $10,000 to buy more shares in your employer?
The Crab Effect
The minute you actually go and try something new and open-minded, a lot of alarm bells go off.