Who We Serve
We serve corporate executives at large public companies and technology professionals with concentrated equity — and bring the same discipline to the select business owners we work with.
Who We Serve
We specialize in three distinct client profiles, each with unique financial challenges that demand specialized expertise.
Executives & C-Suite
“How do I protect what I've built without overpaying in taxes or making costly mistakes?”
Equity compensation, deferred comp, and concentrated company stock — coordinated with 10b5-1 plans, a tax-aware diversification schedule, and options collars for those who qualify.
Learn moreTech Professionals
“My RSUs and stock options are a significant part of my net worth — how do I diversify wisely?”
RSUs, ISOs, and AMT exposure handled with multi-year exercise modeling, QSBS planning, and concentrated-position strategies that don't trigger a tax catastrophe.
Learn moreBusiness Owners
“My business is my biggest asset — how do I plan for a successful exit and what comes after?”
Entity structure, retirement-plan design, and exit readiness for owners building wealth beyond the business.
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