Client Login:

  • CHARLES SCHWAB
  • RIGHTCAPITAL
  • FIDELITY
  • BLACK DIAMOND
  • About Us
  • Services
  • Equity Compensation
  • Resources
  • Contact Us
The High Earner’s Guide to Intentional Spending: Finding Your Financial Middle Ground Equity Compensation Tax Risks Every Tech Professional Should Understand Beyond Conservative vs. Aggressive: Rethinking Investment Risk Work Sabbaticals and Financial Freedom: Everything You Need to Know About Taking Time Off

The Story Behind Our Practice

After years at a large private bank, we recognized that tech professionals with equity compensation faced unique challenges that most advisors couldn’t handle. We founded Wealth With Options in 2019 to fill this critical gap, combining 25+ years of experience with genuine partnership.

Meet the Team >

Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.

The IAR associated with MPS maintains a separate business entity, Wealth With Options, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.

Legal/Disclosure Privacy Policy MPS Form CRS Form ADV Part 2A Form ADV Part 2B

Client Login:

  • CHARLES SCHWAB
  • RIGHTCAPITAL
  • FIDELITY
  • BLACK DIAMOND

© 2025 Wealth With Options, All Rights Reserved.