Wealth Management Built for Tech Professionals
A Smarter Approach to Managing Your Wealth
Managing wealth as a tech professional requires more than just investments. From taxes to stock compensation and long-term planning, we help you turn complexity into a clear strategy.
Optimize Stock Compensation
Investment Management & Taxes
Insurance, Estate Planning, Budgeting and Beyond
How We Work With New Clients
1
Clarity Call (60 Min)
We’ll map out your financial concerns, equity comp, and biggest questions.
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By the end, you'll know whether we’re a good fit and get access to a free 'Are You On Track' Snapshot.
This call is zero commitment and zero cost to you.
2
Financial Snapshot & Strategy Session
We’ll break down your 'Are You On Track' Snapshot, showing where you stand and identifying quick wins.
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You’ll leave with clarity on next steps, whether you work with us or not.
This is also zero commitment and zero cost to you.
3
Choose Plan & Onboard
If you’re ready to move forward, we’ll create a custom action plan and start implementing strategies to turn your stock comp into wealth, cut taxes, and build the life you want.
Packages & Pricing
Flat fees starting at $3k per year - Not based on how much money you have.​
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We know needs differ, so we offer three options designed around our comprehensive planning philosophy:
Plan Details
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Option #1: Premier
Wealth Planning
Option #2: Comprehensive Financial Planning
Option #3: Financial Wellness
Designed For
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Clients seeking an all-encompassing, highly customized financial advisory arrangement
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Best for high-net-worth clients with complex financial profiles, particularly those with significant equity compensation.
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$10,000 per year (advice only)
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Optional investment management: $2,000 - $5,000 extra yearly fee
Designed For
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Clients seeking an all-encompassing financial advisory arrangement
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Best for those with a more complex financial profile
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$6,000 per year ​​(advice only)
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Optional investment management: $2,000 extra yearly fee
Designed For
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Clients earlier in their careers or with standard planning needs
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Best for those with a less complex financial profile
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$3,000 per year (advice only)
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Optional investment management: $1,000 extra yearly fee
What is Included
Cash Flow/Debt Management Planning
Option 1
Option 2
Option 3
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Budgeting/Cash Flow
Debt Planning
Option 1
Option 2
Option 3
Equity Compensation
& Tax Planning
Basic Equity Compensation(1)
Intermediate Equity Compensation(1)
Advanced Equity Compensation(1)
Intermediate Tax(1)
Advanced Tax(1)
Option 1
Option 2
Option 3
Retirement/Investments
/College Planning
Investment Planning(1)
(Investments Stay With You)
SWP Does It For You
Investment Management(1)
(Model Portfolio Based)
optional service:
$2,000 extra yearly fee
optional service:
$2,000 extra yearly fee
optional service:
$1,000 extra yearly fee
SWP Does It For You Custom
Investment Management
(Highly Customized)
optional service:
$5,000 extra yearly fee
Future College Goals
Insurance/Estate Planning
Option 1
Option 2
Option 3
Referral To and Collaboration With
Equity Comp Focused CPA
(CPA charges separately)
Charitable Giving
Empolyee Benefits Review
Tools and Resources
Comprehensive Financial Plan
Equity Scenario Analysis
and Projections
This document is for illustrative purposes. If your situation falls outside the scope of what is outlined above, additional fees may be applicable. Your fee agreement will be reflected in your Client Agreement. Fees will be reassessed annually and with any changes to the scope of the engagement agreed upon.
One-time Financial Plan
Each package above offered as a one-time plan option
Option #1: Premier
Wealth Planning
•For those not ready for a long-term engagement with a planner
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•Includes premier wealth plan covering all key areas above
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•Detailed implementation steps, including investment plan
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•90 days of follow-up support to answer questions and assist with implementation
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•Cost: $12,000
Option #2: Comprehensive Financial Planning
•For those not ready for a long-term engagement with a planner
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•Includes a comprehensive financial plan covering all key areas above
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•Detailed implementation steps, including investment plan
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•90 days of follow-up support to answer questions and assist with implementation
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•Cost: $6,000
Option #3: Financial Wellness
•For those not ready for a long-term engagement with a planner
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•Includes a financial wellness plan covering all key areas above
​
•Detailed implementation steps, including investment plan
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•90 days of follow-up support to answer questions and assist with implementation
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•Cost: $3,000