Wealth Management for Tech Professionals
You have RSUs, a 401(k), maybe an ESPP, a brokerage account, and a busy career. Each piece looks fine on its own. But no one is watching how they fit together.
That gap is where financial plans fall apart. Not because anything went wrong. Because nothing was coordinated.
Who This Is For
We work with mid-career tech professionals who are past the basics. You have accounts in multiple places. Your income has grown. So has the complexity.
The problem is not a lack of information. The problem is that no one is accountable for the whole picture.
What Happens Without Coordination
Stock compensation decisions happen without a tax strategy. Risk drifts in your portfolio while you are too busy to notice. Your 401(k) holds one thing while your brokerage holds another.
Most people do not know they have a coordination problem until something forces a decision. A large RSU vest. A job change. An unexpected tax bill.
By then, the options are narrower than they should have been.
What Wealth Management Actually Means
Three things work together here. Investment management is execution. Financial planning aligns decisions with your life. Wealth management is the layer that keeps both working together over time.
We build the plan. We manage the investments we are responsible for. We coordinate the rest so your overall risk stays intentional.
What We Cover
Ongoing wealth management includes:
- Goal planning and priority setting
- Cash flow and savings strategy
- Retirement projections and stress tests
- Tax-aware investing and ongoing rebalancing
- RSU, ESPP, NQSO, and ISO decision support
- 401(k) and outside-account coordination
- Insurance and risk review (we coordinate, we do not sell)
- Annual review, plus on-demand planning when life changes
A Straightforward Note on Fit
If you prefer to manage everything yourself, this structure probably is not for you. We work best with people who want to delegate coordination to someone they trust.
What Makes This Different
Someone Actually Responsible for the Whole Thing
Most advisors give advice. This service is structured around accountability. We document decisions, set deadlines, and follow up. The plan does not die in your inbox.
Built for People Who Are Already Good at This
You do not need more information. You need to stop being the one responsible for tracking everything. We take on that role so you can stop carrying it.
Fee-Only, Fiduciary
No commissions. No product sales. Advice is based on your situation, not on what pays us.
Common Questions
What does a typical client look like?
Usually, someone in their 40s or 50s working in tech. Multiple accounts. Stock compensation. Growing income and more tax complexity than they expected. They are capable of handling this themselves, but do not want to anymore.
Why do people decide to work with an advisor?
Usually, because they realize they have been spending more time thinking about their money than they want to. Not because they enjoy it. Because no one else was accountable for keeping the pieces coordinated.
What happens in the first meeting?
It is a conversation, not a presentation. We talk about your current situation, what is working, what feels off, and what you want to improve. You leave knowing whether a formal engagement makes sense. No obligation.
Do you manage my 401(k) and company stock plan?
We coordinate them as part of your overall strategy. In some cases we manage assets directly. In others we provide guidance to keep workplace accounts aligned with your broader portfolio. Either way, coordination is the goal.
Do you do tax prep or legal work?
No. We coordinate with your CPA and estate attorney so your investment and planning decisions stay aligned with your broader strategy.
Where are you located?
Based in Kirkland, Washington. We serve Seattle, Bellevue, and the Eastside. Most meetings are virtual, so geography is rarely a barrier.
Ready to Stop Carrying This Alone?
If you want a long-term relationship where investment management and planning decisions stay coordinated, the next step is a short introductory conversation.