Henry spent over a decade in the tech industry advising C-level executives. He knows firsthand the financial complexity that RSUs, options, and concentrated positions create - and exactly how to navigate it.
This isn't a sideline for us. It's a specialty.
Get the Free Tech Employee GuideWe model the tax impact of every vesting event and help you decide when to sell, hold, or diversify - before it's too late.
Exercise timing, AMT exposure, and early-stage equity strategy - in plain English, before your options expire.
Too much wealth in one stock? We have strategies to reduce risk without triggering a massive tax bill.
We help you maximize your employee stock purchase plan and integrate it into your bigger financial picture.
Your financial life is more complex than most. We're built for exactly that complexity.
We build out a full equity schedule, model the tax impact of each vest, and help you make informed decisions well in advance.
Between ISO exercises, W-2 income, and capital gains, your tax picture is complicated. We keep it from getting expensive.
Strategies to reduce single-stock risk over time - exchange funds, systematic selling, and charitable vehicles - without a massive tax event.
New offer on the table? We'll model the total compensation, unvested equity, and tax implications before you decide.
Maximizing your company plan, including after-tax contributions and in-service rollovers when available.
If FI is the goal, we'll model exactly what it takes - the portfolio size, withdrawal rate, and tax strategy to get you there.
Your first call is 30 minutes - no obligation. We'll walk through your equity, your tax picture, and what a coordinated plan could look like.
Schedule an Intro Call