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 (RSUs) and need a strategic plan to take full 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, including the proceeds from ongoing stock liquidations or after a sudden liquidity event to help you achieve your life goals.

As part of our wealth management services, we’ll work with you to implement the strategy so you can enjoy your success.

Wealth management for tech executives

Wealth management for professionals in tech, software development, and engineering

While every situation will be unique, there are a number of situations we frequently work to help clients in the tech industry and software space plan for or address:

  • Managing stock options, deferred compensation, stock appreciation rights, and restricted stock units
  • Consolidate old 401(k) plans and other investments accounts at one institution with a unified investment strategy
  • Evaluate a benefit package and discuss pros and cons of participation in certain programs
  • Retirement planning and income projections during retirement
  • Helping clients maintain financial stability despite frequent job changes and M&A activity
  • How to invest extra cash or a windfall
  • Navigating a severance package after being unexpectedly laid off
  • Simplifying and organizing your financial life with a cohesive financial and investment strategy
  • Managing old and new retirement plans at work
  • Working to help clients limit unnecessary exposure in the market by emphasizing diversification, discipline, and patience
  • Saving strategies to make the best use of cash flows and income
  • Financial modeling and projections
  • Tax-efficient investing and planning with tax consequences in mind
  • Ongoing investment management from a fiduciary and fee-only financial advisor

Contact a financial advisor today to learn more about Private Wealth Management for technology professionals.

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Financial Advisor for Tech Professionals

Wealth Management Boston, MA & Concord, MA

About Darrow Wealth Management

Darrow Wealth Management is a registered investment advisor with offices in Boston, MA and Concord, MA. As a SEC-registered investment advisor, we partner with executives and professionals across the United States. Established in 1987, we are proud to be a predominantly female-run and second generation family business.

The Darrow team of financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals and a CFA® charterholder. Learn more.

Financial advisor for stock options start up

Fee-Only Financial Planner

As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.

Fiduciary Investment Advisor

As a fiduciary and registered investment advisor, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.