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.
July 11, 2026
If you work at OpenAI and live in the Bay Area, your IPO payday comes with a California tax bill that most employees underestimate by six figures. Here's what to do about it – before vest day, not after.
July 8, 2026
The OpenAI IPO timeline has shifted – again. This tracker covers the confirmed $852 billion valuation, S-1 filing status, the reported 2027 delay, and what OpenAI employees should actually do about their equity right now.
July 7, 2026
If you work at Anthropic and live in the Bay Area, the October IPO isn't just a federal tax event. California's treatment of tech IPO income is among the most aggressive in the country – and several moves that work at the federal level either don't work here or actively backfire.
Fee-only
Fiduciary
Equity specialists