Close-up view of a computer's internal components showing a blue circuit board with electronic chips and a copper heat pipe.

Tech Professionals

Designing long-term financial strategies for engineers, product leaders, founders, and executives building what comes next.

Careers in technology move quickly—compensation structures evolve, opportunity compounds early, and decisions often carry outsized consequences. We help you translate momentum into a thoughtful financial strategy that evolves alongside your work.

Start the Conversation

The Complexity Tech Professionals Face

Tech careers create unique financial dynamics—equity compensation, concentrated exposure, rapid income growth, and frequent transitions. Without a coordinated plan, short-term success can introduce long-term imbalance. We bring structure and perspective to help you navigate growth while protecting optionality.

EQUITY COMPENSATION & CONCENTRATION

Stock options, RSUs, and founder equity can dominate net worth and decision-making. Managing vesting, taxes, and diversification requires intentional planning

RAPID CAREER & INCOME SHIFTS

Promotions, role changes, liquidity events, or startup risk reshape cash flow quickly. Short cycles demand long-range financial discipline

LONG-TERM ALIGNMENT BEYOND THE NEXT ROLE

Early success can obscure future priorities. A thoughtful plan ensures today’s momentum supports tomorrow’s freedom

HOW WE SUPPORT Tech Professionals

  • We coordinate all aspects of your financial life — compensation strategy, equity planning, tax efficiency, investment management, and ongoing guidance — ensuring your financial decisions evolve alongside your career

  • We help you navigate RSUs, stock options, founder equity, and vesting schedules — balancing tax efficiency, liquidity timing, and concentration risk

  • From vesting cycles to liquidity events and multi-year tax exposure, we design proactive strategies to reduce tax drag and avoid costly surprises

  • Whether you’re changing roles, joining a startup, or preparing for an acquisition or IPO, we help you evaluate tradeoffs and plan for long-term impact

  • We help manage exposure to single companies or sectors, building diversified portfolios that support both growth and stability

  • Your portfolio is structured to support lifestyle needs today while preserving optionality for future career shifts, sabbaticals, or entrepreneurship

  • We ensure housing decisions, large purchases, and lifestyle choices align with your broader financial strategy

  • We help translate short-term momentum into durable long-term outcomes — supporting freedom, choice, and confidence well beyond your next position

OUR APPROACH FOR Tech Professionals

We act as a steady financial counterpart to fast-moving careers—helping you make informed decisions amid complexity, without losing sight of the life you want your success to support

Let’s Build What Comes Next

Your work shapes what’s possible.
Your financial plan should give you confidence to keep building.

Schedule a Consultation →