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.
August 17, 2026
IRC Section 1202 can exclude up to $15 million in capital gains from federal taxes – but for Anthropic employees, QSBS eligibility is far narrower than most people realize, and California won't recognize it regardless. This guide explains who actually qualifies, what disqualifies most employees, and what to do before the IPO closes the planning window.
August 9, 2026
If you're an Anthropic employee eyeing the IPO runway, the 180-day lockup period probably feels like a problem for future-you. Unfortunately, future-you is going to be very busy – and very stressed – unless present-you builds a plan right now. This guide gives you exactly that plan
August 6, 2026
After the SpaceX IPO, many employees wake up with most of their net worth tied to a single stock. That concentration built the wealth, and it's also the single biggest risk to keeping it. This guide explains how much to diversify, how fast to move, and the specific tax-efficient strategies that help SpaceX employees protect what they've earned.
Fee-only
Fiduciary
Equity specialists