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At the Office

Making Finance Easy
For Tech Pros

Because You Want To:

Turn Your Stock Compensation Into Wealth | Cut Taxes | Live Life Your Way

FEATURED IN 

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Your Financial Journey Starts Here

Life is hectic. You're working hard and your stock compensation is complex. 

You've heard the stories of someone needing to suddenly scramble to figure out their stock options situation. You know you should have a plan but keep putting it off. That's where we come in.

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Simplify Wealth Planning proactively weaves your unique financial considerations into your goals. We work with clients locally in Austin, Texas and also serve clients virtually nationwide.

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Optimize Stock Compensation and Tax Outcomes

Our expert planning services simplify the process, helping you minimize taxes and prepare for future equity gains.

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Build Your Future
Nest Egg

 

Investment markets can be tricky to understand. SWP will be your guide and help you build an investment philosophy for growing your wealth.

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We Go Above and Beyond
 

Insurance, estate planning, and budgeting can carry major implications but don't get the attention they deserve. We will guide you here.

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What Others Are Saying

Proudly Associated With

 The CFA charter is one of the most respected designations in finance and is the gold standard for investment analysis
 Certified Financial Planner (CFP) is a formal recognition of expertise in financial planning while having a fiduciary duty
NAPFA is the leading association of fee-only financial advisors in the U.S.
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