No one entrusts their most critical financial decisions to a company. They place that trust in a person. The videos below provide a window into who we are - and why that trust is so important to each of us. No advisor can be an expert in all things to all people. That includes the complex world of tech equity.
ISOs, 83b, QSBS, 10b5-1's. Only an advisor who lives and breathes these esoteric niches of the tech world can provide the best possible advice to tech professionals. We are that firm. Whether your question is about what to do tomorrow, in five years or in fifty, we can help you answer it in a data-driven, holistic manner.
ISOs, 83b, QSBS, 10b5-1's. Only an advisor who lives and breathes these esoteric niches of the tech world can provide the best possible advice to tech professionals. We are that firm. Whether your question is about what to do tomorrow, in five years or in fifty, we can help you answer it in a data-driven, holistic manner.
Reviews (1)
Alexa Rubinov
Aug 01, 2017
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Ryan and Nate are absolutely incredible. I was recommended to see them by a colleague and went to their office for an initial consult. They sat down with me, took the time to answer my questions and gave me some incredible advice. Prior to this I had only met advisors who have had partnerships with funds they recommended based on commissions and Nate and Ryan couldn't be further away from that! They really dive deep to understand your financial goals and recommend a variety of options to fit your risk aversion. If you have a chance to work with them, definitely do, they are really top notch.
