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.
September 25, 2026
Exercising Anduril stock options can trigger a six-figure AMT bill on shares you cannot sell. This guide explains how Anduril stock options AMT works under 2026 rules, where the money goes, and how to plan your exercise strategy around the irreversibility that private-company employees face.
September 24, 2026
Ramp went from a $1.6B valuation to $44B in about five years. If you hold Ramp employee equity, the most valuable tax decision on your position may already have been made – on the day your shares were issued. Here's how to find out which side of that line you're on.
September 21, 2026
The OpenAI IPO moved to 2027, and in September Sam Altman confirmed it on the record. This tracker covers the $852 billion valuation, S-1 status, the Anthropic comparison, and what OpenAI employees should do about their equity right now.
Fee-only
Fiduciary
Equity specialists