Financial planning for technology professionals is different from other conventional industries.

Take compensation to start. Stock grants on top of your salary and bonus add a layer of market and tax risks that are more complicated than the typical W-2 employee in other industries.

Large concentrated equity positions are common. Over the last decade they have created tremendous wealth for our clients.

But how much concentration is too much? How much is not enough? What is your game plan for how to treat your stock after it vests?

Our team of financial advisors works to provide unique insights in order to develop a coordinated process to manage the risks specific to technology professionals.

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We use top of the line technology to meet the needs of our tech professional clients:

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