Wealth Management for Tech Professionals
Maximize the potential of your equity while minimizing taxes, and keep more of your hard-earned money.
Our clients work at
Make Your Money Work For You
Unlock Your Equity Compensation
We leverage a wide range of tools, including trust structuring, enhanced indexing, and specific tax strategies to help diversify your holdings while reducing your tax burden.
Triumph Over Taxes
Taxes are confusing, and the rules are always changing. We design our investment strategies and financial plans intentionally to reduce the amount you pay.
Embrace Financial Freedom
Gain clarity over your financial future. Get a roadmap to help you achieve financial independence and make work optional.
What We Do
FP
Financial Planning
We work with you one-on-one to create a comprehensive financial plan that includes: goal setting & analysis, budgeting & cash flow, retirement planning, investment strategy, home purchase planning, education savings, debt management strategy, and so much more.
We specialize in the tech sector, where we help you optimize your equity compensation, minimize taxes, avoid triggering wash sales, analyze new job offers, and maximize your employee benefits.
IM
Investment Management
We believe that no one investment strategy fits all – goals, tolerance and capacity for risk, time frame, and a multitude of other factors all come into play when determining an appropriate investment strategy. We design and manage bespoke investment strategies that are uniquely suitable to you and your goals. However, there are a few key tenets that we believe are universal – a focus on low-cost & diversified portfolios, strong risk management, tax optimization, regular and active rebalancing, and a long-term perspective.
Who We Serve
We help ambitious tech professionals make smart decisions to achieve financial independence. Our clients are:
- Experienced tech sector professionals with equity
- Startup founders & early employees anticipating a liquidity event
- From all walks of life and typically 30-45 years old
- Concerned about having "all their eggs in one basket"
- Believers in the value of professional advice
Fee-Only
Straightforward and transparent pricing structure with no hidden costs.
Tech Focused
Got equity? We’ve got you covered.
Starting a business? We’ve been there.
Why Proventus?
Independent
As an independently-owned company we’re not selling anything or earning commissions.
Fiduciary
A fancy way of saying we always put your interests first.