About
The Proventus Difference
As a professional in the tech sector, you face unique challenges with your finances. Equity compensation can be a significant portion of your net worth, yet there’s very little clarity around how to best manage it. Even minor mistakes can have outsized and permanent impacts.
However, the traditional model of wealth management is ill-equipped to provide the specific and nuanced solutions that tech professionals really need, only providing generic advice under a rigid fee model.
Proventus Wealth provides comprehensive planning for all of your finances. We’ve developed innovative solutions specifically for your equity compensation, including creative trust structuring to mitigate taxes, hedging strategies, tax credit analysis, and comprehensive sale/exercise planning.
We are fee-only fiduciary advisors on a mission to disrupt the wealth management model and provide a better and more flexible solution for tech professionals.
Our Founder
Chris Stevenson, CFA
Founder
Chris Stevenson, CFA is the founder of Proventus Wealth.
Previously, he was a Senior Analyst and Portfolio Manager at Foster & Foster, a $1B single family fund.
Chris also founded a small business consulting firm focused on providing strategic and operating advice to startups, which gave him a firsthand view into many of the unique challenges faced by professionals working for companies in the tech sector.
His deep experience in the investment world combined with his up-close perspective into the challenges in tech led him to found Proventus Wealth to provide compelling and creative solutions to the nuanced challenges that tech professionals face.
chris@proventus-wealth.com
860 222 0232