Wealth Management for Tech Professionals with Equity Compensation
When Everything Looks Fine but Nothing Is Coordinated
Start here:
If you have RSUs, ESPP, multiple accounts, and a demanding career, things can look stable on the surface while quietly drifting underneath.
No single account feels risky. But no one is coordinating the whole system either.
Most people in this position are not confused. They are just tired of carrying responsibility for decisions they don’t have time to revisit.
- A clear plan for what to do next (not a binder).
- Portfolios coordinated across 401(k)s, brokerage, and equity comp.
- Ongoing accountability so decisions actually get made.
- Based in Kirkland. Serving Seattle, Bellevue, and the Eastside. Most meetings virtual.
Wealth Management Is Coordination
The problem for capable professionals is rarely a lack of information. It is fragmentation.
Accounts live in different places. Risk drifts without anyone intentionally choosing it. Stock compensation decisions happen in isolation from tax planning.
We build the plan. We manage the investments we are responsible for. We coordinate the rest so your overall risk stays intentional.
Investment management is execution. Financial planning aligns decisions with your real life. Wealth management is the integration layer that keeps it all working together.
Built for Stock Compensation and Busy Careers
One office, most meetings virtual. Serving Kirkland, Bellevue, Seattle, and the Eastside.
Our Wealth Management Services leverage your money to meet your financial and lifestyle goals.
Wealth management is the coordination layer. We build the plan, manage the investments we’re responsible for, and help you make the hard decisions around taxes, benefits, and cash flow so everything works together.
Most clients come to us after realizing they are spending more time thinking about their investments than they want to.
Not because they enjoy it.
Because no one else is accountable for coordinating everything.
- Goal planning and priority setting
- Cash flow and savings strategy
- Retirement projections and stress tests
- Tax-aware investing and ongoing rebalancing
- Stock comp guidance (RSUs, ESPP, NQSO, and ISO decision support)
- 401(k) and outside-account coordination
- Insurance and risk review (coordinate, don’t sell)
- Annual review, plus on-demand decisions when life changes
Comprehensive Snapshot
See net worth, accounts, and progress in one place. No more spreadsheet archaeology.
Coordinated Portfolios
We coordinate managed accounts with your 401(k), ESPP, and legacy holdings so your overall risk stays intentional.
Accountability Advocates
We set deadlines, document decisions, and follow up so the plan doesn’t die in your inbox.
Who This Is Built For
We work with mid-career tech professionals who have:
- RSUs or ESPP
- Concentrated stock exposure
- Multiple accounts across employers and brokerage firms
- Growing income and rising tax complexity
- A desire to delegate coordination rather than manage everything alone
If you prefer to manage everything yourself, this structure may not be the right fit.
What makes this different:
Focused on Delegation
Some advisors provide advice. We take responsibility for coordinating decisions and keeping the plan moving. That includes investments we manage directly and workplace accounts we help guide.
Built for Busy Professionals
You do not need more information. You need clarity about what to do next. We prioritize practical decisions over financial theory.
Long-Term Perspective
We are not trying to win a quarter. We are helping you make decisions that hold up over decades. That requires consistency, risk awareness, and ongoing adjustment as your life changes.
Fee-Only Fiduciary
We do not receive commissions or sell products. Advice is based on your situation, not incentives.
Frequently Asked Questions
Who is a good fit for your wealth management service?
We typically work with Gen X and Gen Y professionals who have accumulated multiple accounts, stock compensation, and competing financial priorities.
If you want a long-term relationship where someone takes responsibility for coordinating investments and planning decisions, this is likely a good fit.
If you prefer to manage everything yourself or are looking for one-time advice, this may not be the right structure.
Why do people usually decide to delegate investment management?
Usually, because they are financially capable but no longer want to monitor allocation, rebalancing, stock concentration, and tax coordination on their own.
They want clarity about what to do next, and someone responsible for keeping decisions aligned with their plan.
What happens in the first meeting?
The first meeting is a conversation, not a sales presentation.
We discuss your current situation, what is working, what feels disorganized, and what you want to improve. You will leave knowing whether a formal engagement makes sense and what the next steps would look like.
There is no obligation.
Do you manage my 401(k) and company stock plan?
We coordinate employer retirement plans and equity compensation as part of your overall strategy.
In some cases, we manage assets directly. In other cases, we provide guidance to ensure your workplace accounts remain aligned with your broader portfolio. The goal is coordination, not fragmentation.
How are you compensated?
We are a fee-only fiduciary advisory firm. We do not receive commissions or sell financial products.
Our compensation comes directly from clients for ongoing advisory services. Fee details and minimums are outlined clearly on our Fees page.
Do you work with clients outside Kirkland?
Yes. While we are based in Kirkland and serve the greater Eastside community, most meetings are held virtually.
Geographic proximity matters less than fit and communication.
Do you provide tax preparation or legal services?
We do not prepare tax returns or draft legal documents.
We coordinate with your CPA and estate planning attorney to ensure your investment and planning decisions stay aligned with your broader strategy.
What does investment management include?
Investment management is portfolio coordination, risk management, ongoing decision-making, and accountability.
Ready to Delegate This?
If you want a long-term relationship where investment management and planning decisions stay coordinated, start here:
Most meetings are virtual. We work with clients in Kirkland, Bellevue, Seattle, and beyond.