We want to make smart financial decisions with you.

Our mission is to bring clarity to complexity.

About Wealth With Options

We started this journey in 2006 as two separate advisors at a large private bank, teaching people about the importance of good money habits. After a few years, we realized we could provide a better environment for them in the independent space. We joined forces in 2019 and our humble beginnings led us to specialize in working with incredibly busy, smart people who believe in professional advice and delegation.

Our clients tend to work in tech and receive equity compensation and they want help in navigating the complexity of this financial area with our help.

Co-founders Jackie Lewis and Ryan Goldenhar went on to launch their own firm that you are reading about right now backed by a vision to help people be smart with their money. At Wealth With Options, we are a team oriented firm.

When you work with us, you gain access to an entire team, not just one person. We operate by a fiduciary standard which requires us to provide investment advice in our clients’ best interests and to provide a duty of undivided loyalty and utmost good faith.