Financial Advisor For Technology Professionals
Understanding the challenges and opportunities of a career in tech and the start-up space.
There are a number of circumstances unique to the technology field that require careful planning. Whether your company is undergoing a merger or acquisition and your compensation and benefits packages are changing, or part of your compensation package consists of equity based compensation and stock options like ISOs or restricted stock units (RSUs), you need to have a strategic plan in place to take full advantage of the financial opportunities offered.
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 program, we’ll work with you to implement the strategy so you can enjoy your success.