At Vested Wealth, we specialize in financial services tailored to the unique needs of tech professionals. We understand the intricacies of stock options and other equity based compensation, the implications of rapid career growth, managing employment changes and the importance of having a financial strategy that supports both your professional and personal aspirations.

If any of the following apply to you let’s talk about how we can help…

• You’re getting promoted regularly
• Your household income is more than $150,000; you try to save aggressively
• You’re planning or already have young children; saving for their education is on your mind
• You find it hard to find time for managing investments proactively
• You want to be rid of your Student Debt
• Your employment provides you access to options/restricted stock
• You wish you had a team of expert advisors to count on for the long haul

As an attorney there are many ways to optimize or derail your career. Life/work balance is a challenge, especially early on. Reaching partner level might secure your financial life but is it for you? Or is working for a smaller firm the best path?

If the following applies to your situation, we might be a good fit.

• You’re doing good work and can see a promotion ahead/
• Your work keeps you busy more then 45-55 hours a week.
• You are 5-15 years into your career and looking to make the next step up
• You have a family have young children; saving for their education is on your mind
• Your household income is more than $200,000; you try to save aggressively
• Your Student Loans feel like an albatross
• You may enjoy managing your family’s investments but is it the best use of your time?
• Your employer’s Partnership offer entails many important long term financial decisions. How do you analyze the trade-offs?
• You wish you had a team of expert advisors to count on for the long haul

You’re within 5-10 years of retirement. Or is it financial independence you really want? The kids are almost grown and off to college or careers soon. It’s time to plan out the rest of your life. Are you sure your assets are positioned in ways that reflect your values? Now is really the time to get things optimized.

Does any of the following reflect your situation? If so, call us.

• Are you valuing experiences over things, finally?
• As you earned more money did your happiness rise as well?
• Do your accumulated assets (things) reflect your values now?
• If money was no object would your priorities change?
• Is your goal to stop working or to stop having to work?
• Do you know what level of lifestyle your investments can support?
• How does caring for older parents figure into your plans?
• What legacy do you want to leave behind?

You’ve built a business, became a partner, achieved a certain level of security for your family. Now you have options. What is the next challenge? Your most important decisions may be the next ones. Taxes have never loomed so large. There’s no room for error.

Are you concerned about any of these things?

• How do I transition to a less risky life?
• How can I leverage my equity into long-term security?
• Is my family taken care of as I hoped for?
• How can I transfer my wealth to the next generation in a tax-efficient manner?
• Are my investments aligned with my new realities?
• Can I start a new venture without risking my security?
• I need to update my estate plan. And soon.
• Once and for all, I’d like to coordinate all my financial elements into a coherent plan.