Wealth Management Services for Tech Executives
If you are in the software or technology field, may need a wealth advisor to help you save and invest for the future. There are a number of circumstances unique to the technology field that require careful planning. Is your company is undergoing a merger or acquisition or is your compensation and benefits packages changing?
Perhaps you have stock options like ISOs or restricted stock units and need a plan to take advantage of the financial opportunities offered.
Understanding the challenges and opportunities of a career in tech and the start-up space
Darrow Wealth Management has the resources and expertise to develop a financial strategy for your stock options and equity compensation. We’ll work together to develop an plan that includes all of your investments. This includes planning for sudden wealth from stock options or a risk management strategy to help you achieve your life goals.