Wealth Management For Tech Professionals
We help you make smart decisions with your stock options, RSUs and company stock + plan for your financial future
We're Experts in Stock Comp
Specialized knowledge to help you maximize the value of your equity compensation
In equity compensation advised
IPOs and acquisitions navigated
Stock comp optimization plans
Custom Built for Tech Professionals
We understand the unique financial challenges and opportunities that come with working in tech.
Equity Compensation Expertise
Navigate stock options, RSUs, ESPP, and more with confidence
IPO and Exit Planning
Maximize your outcome during company transitions
Tax Optimization
Strategic planning to minimize your tax burden
Comprehensive Tax Strategy
We analyze 50+ tax strategies across 13 types of tax to ensure you don't overpay on taxes.
Multi-Year Tax Forecasts
Strategic planning across multiple years to minimize your tax burden
Equity Compensation Tax Strategies
Specialized approaches to minimize the tax impact on RSUs, ISOs, NSOs, stock, and more
Tax-Loss Harvesting & Optimization
Advanced techniques to offset gains and reduce your overall tax burden
Why Clients Choose Us
We're more than just an advisor. We're partners in your financial journey.
Proven Expertise
We've helped Clients optimize their equity comp through hundreds of situations.
Personal CFO Relationship
We help you overcome financial obstacles and make confident decisions about your future.
We See You Through It
From initial planning to execution, we're with you every step of the way.
About Us
30/40 Wealth was founded to address the unique financial needs of tech professionals. With years of experience in both finance and technology, we understand the complexities of equity compensation and the challenges of building wealth in the tech industry.
Our mission is to bring simplicity to equity compensation complexity and give you confidence in your financial path and plan.
Ready to Take Control of Your Financial Future?
Schedule a free consultation to discuss your unique financial situation and goals.