Financial Planning for Tech Professionals

Experience the Confidence You Deserve

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Win The Tax Game

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Optimize RSU Compensation

Make Work Optional

You’ve Worked Too Hard to Let Money Steal Your Freedom.

◆ Our industry has made money more complicated than it needs to be, by adding layers of complexity and unnecessary jargon.

◆ You’re smart and capable, yet you find the internet has endless opinions but no advice – which only causes more anxiety.

◆ You’ve worked hard to give your family the flexibility, optionality and control you deserve.

 Experience the Confidence You Deserve.

 
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Win the tax game

Taxes are confusing. Understand the rules so you can win the game for years to come.

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Optimize rsu compensation

Take advantage of Consilio’s Excess Model™ to understand which shares to sell versus hold.

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make work optional

Design a plan to reach financial independence. Work because you love it, not for the paycheck.

 

Who we serve:

Our team might be a fit if…

  • Do you work at Amazon, Microsoft, Meta, or Google?

  • Is your household highly compensated in company stock?

  • Are over the age of 45, with a family, and not enough hours in the day?

  • Do you already max out your 401(k), and have at least $1M of investable assets?

  • Do you believe in professional advice, and you’re a nice person? (seriously, that last one is a deal-breaker…)

 

The Process

 
 

Explore Our Recent Posts

Insights
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Back-door Roth IRAs Simplified
Back-door Roth IRAs Simplified

Roth IRAs have become one of the most popular wealth-building strategies, and the reason is that they allow you to grow your money tax-deferred AND withdraw your money tax-free!

Medicare Surcharges: What They Are and How to Avoid Them
Medicare Surcharges: What They Are and How to Avoid Them

Can you avoid paying more for your premiums under the Medicare surcharge model? Learn more about how to mitigate your out-of-pocket costs here.

Investing Using Slogans
Investing Using Slogans

Investing gurus love throwing around catchy phrases, but do they translate to real results?

What if AI is a Dud?
What if AI is a Dud?

The recent run up of Artificial Intelligence (AI) and AI adjacent companies has caught the attention of many types of investors.

Series I Bonds – Cash Out or Hold?
Series I Bonds – Cash Out or Hold?

It was good while it lasted. Series I Bonds are looking average now that inflation has come down.

 Do You Have Financial Clarity?

Find out in 2 minutes with our short assessment.

 Let’s Make Smart Decisions, Together.

Nathaniel Donohue & Christopher Kaminski, Founding Partners and Advisors for Consilio Wealth Advisors.
 

Consilio Wealth Advisors provides investment advisory and financial planning services to technology professionals nationwide so they can experience the confidence they deserve.

  • All of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals (and many of our team members hold or are in pursuit of other advanced certifications).

  • We offer unbiased advice and never push any proprietary products…because we don’t have any.

  • As an independent, Registered Investment Advisor (RIA), we hold ourselves to the fiduciary standard. We work for you, and only you.

  • Our experienced team has worked with hundreds of smart people just like you.