Wealth. Life. Balance.
Tax-smart wealth management for tech professionals with equity compensation
Our clients work at...
We provide fee-only planning and proprietary tax strategies built around the complexity of tech compensation. From RSU unwinding and AMT minimization to liquidity event planning, every recommendation is focused on one goal: keeping more of what you have earned.
Assets Under Managament
Specialized Experience
We map your equity, income, and long-term goals into a coordinated plan that tells you what to do and in what order.
We model your RSU vesting, option exercises, and income timing to reduce what you owe each year.
We coordinate with estate attorneys to structure beneficiary designations and help you reduce estate tax exposure.
We build and manage a portfolio aligned to your liquidity timeline, concentration risk, and after-tax return goals.
Do you earn more than $500k in gross income?
Are you compensated with ISOs, NSOs or RSUs?
Are you approaching a liquidity event or company IPO?
Are you holding a concentrated stock position with no exit strategy?
Do you have stock options approaching expiration with no exercise strategy?
Are you ready to retire but unsure if your portfolio can sustain your lifestyle?
We help you stop chasing a moving net worth target and start deploying your wealth to fund the life you’ve earned
Your financial plan should reflect your values, your timeline and your vision, not just your assets.
Every recommendation we make is built around who you are and where you are going, not only where the market is.
Most financial plans are built around simple income. Ours are built around the complexity of tech compensation. A four step process refined over 12 years to turn RSUs, stock options and liquidity events into a clear, tax-optimized strategy.
We determine whether Monroe Wealth Management is the right partner for your situation.
We align our approach to your risk tolerance and the vision you have for your future.
We design a tax-optimized financial plan built around your equity compensation and goals.
We implement your plan, manage investments and adjust as your life evolves.
You have spent years navigating equity grants, six figure tax bills, and market swings. Monroe Wealth Management handles the complexity so you can focus on what matters most, whether that is retiring early, pursuing your passions or simply spending less time thinking about money.
See How We've Helped Others Get ThereDisclosure: All reviews displayed here are provided voluntarily by current or past clients of Monroe Wealth Management. No individuals were compensated in cash or via non-cash benefits for sharing their experiences. Because these reviews are uncompensated, no material conflicts of interest exist with respect to these testimonials. Please keep in mind that these reviews are subjective, may not represent the experience of all clients, and do not guarantee future performance or results.
