Tech Professionals
Turn Tech Equity Into Lasting Wealth
Stock options, RSUs, ESPP, and startup equity create complex financial decisions. Our advisors work with tech professionals in the Pacific Northwest on coordinated compensation planning.
Complimentary Equity Compensation ReviewHow We Help Tech Professionals
Stock Options & RSUs
Navigate ISOs, NQSOs, and RSUs across any tech company. We help with exercise timing, tax optimization, and diversification strategies.
IPO Planning
When your company files to go public, the planning window is short. We model ISO exercise timing relative to the expected offering price, project AMT exposure, and build a post-lockup diversification plan before your first sale opportunity arrives.
Concentrated Positions
Reduce single-stock risk without triggering unnecessary taxes. Systematic diversification, charitable strategies, and hedging options.
FIRE Planning
Many tech professionals aim for financial independence and early retirement. We build bridge strategies and tax-efficient withdrawal plans.
Startup Equity
Evaluate your equity package before you join or when you receive a new grant. We help with early exercise decisions, 83(b) elections within the 30-day window, and whether your shares qualify for the QSBS federal tax exclusion under Section 1202.
Cross-Border Planning
H-1B, L-1, and international employees face specific tax and immigration-related financial considerations. We coordinate across jurisdictions.
Ready to take the next step?
A complimentary discovery call is one way to start. No pressure, no obligation -- just a conversation about your goals.