Your Equity Deserves a Strategic Advisor
Turn your stock compensation into financial freedom.
We help tech professionals in San Diego and across the country transform complex equity compensation into clear wealth-building strategies.
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How We Partner with You
Our comprehensive wealth management team serves as your personal CFO. For tech professionals with equity compensation, we integrate stock option and RSU strategies into your complete financial plan, helping to ensure every decision supports your bigger goals.
Why Wealth with Options?
Specialized Expertise
We focus exclusively on equity compensation complexities, including AMT planning, RSU tax strategies, and diversification timing.
Transparent Fee Structure
We offer fee-only fiduciary advice and services. Our fees are straightforward and transparent so you know what you will be charged up front.
Education-First Approach
We teach you how your stock options actually work so you can clearly understand every strategy we recommend.
Boutique Service
You’ll work with both of our seasoned advisors, Jackie Lewis and Ryan Goldenhar, to help ensure we cover every angle of your financial strategy.
Comprehensive Financial Planning
Create your roadmap to financial independence with strategies tailored to your equity compensation timeline and life goals.
Investment Management
Build diversified portfolios that complement your company stock while seeking to optimize for taxes and risk management.
Tax Optimization
Navigate AMT, RSU withholding, and complex equity tax situations with proactive solutions that can help you save money.
Equity Compensation Strategy
Transform ISOs, RSUs, NQOs, and ESPP into wealth-building tools with professional timing and diversification guidance.
Risk Management
Protect your growing wealth with comprehensive insurance planning and concentration risk strategies.
Estate Planning Coordination
Ensure your legacy plans reflect your values while minimizing tax impacts on your heirs.
Your Complete Financial Partnership
Our objective is to coordinate every aspect of your financial life, from equity compensation strategies to estate planning, to help ensure each decision supports your bigger goals and timeline to financial freedom.
Our Investment Philosophy: Smart, Simple, and Built to Last
Good investing is smart, not flashy. Our approach is grounded in the time-tested principles of broad diversification, low costs, and smart tax efficiency designed to help keep more of your money working for you for longer.
But what you’re invested in isn’t as important as staying invested. We act as your financial GPS, helping you tune out the noise, avoid emotional decisions, and stay focused on the big picture when markets get bumpy.
